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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 | $115,108 | $110,410+4.3% | $102,437+12.4% | $145,897-21.1% |
| Participation rate | 61.1% | 77.9%-16.8pp | 74.5%-13.4pp | 80.3%-19.2pp |
| Annual return | 11.42% | 24.85%-13.4pp | 24.95%-13.5pp | 552.29%-540.9pp |
| Employer contribution / active EE | $622 | $4,217-85.3% | $3,871-83.9% | $4,663-86.7% |
| Participant deferral / active EE | $5,691 | $5,622+1.2% | $5,060+12.5% | $6,689-14.9% |
| Admin fee / account holder | $4,410 | $9,745-54.7% | $8,388-47.4% | $13,390-67.1% |