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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,100 | $115,814-6.7% | $101,275+6.7% | $158,982-32.0% |
| Participation rate | 54.5% | 79.4%-24.8pp | 75.8%-21.3pp | 82.0%-27.4pp |
| Annual return | 13.27% | 56.16%-42.9pp | 46.48%-33.2pp | 302.99%-289.7pp |
| Employer contribution / active EE | $374 | $4,176-91.0% | $3,660-89.8% | $4,763-92.2% |
| Participant deferral / active EE | $2,427 | $4,958-51.0% | $4,371-44.5% | $5,983-59.4% |
| Admin fee / account holder | $3,844 | $7,249-47.0% | $5,948-35.4% | $11,252-65.8% |