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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 | $123,261 | $124,980-1.4% | $108,359+13.8% | $154,746-20.3% |
| Participation rate | 29.4% | 75.2%-45.8pp | 70.1%-40.7pp | 80.7%-51.3pp |
| Annual return | 14.94% | 45.00%-30.1pp | 36.89%-22.0pp | 172.34%-157.4pp |
| Employer contribution / active EE | $308 | $2,851-89.2% | $2,399-87.2% | $4,379-93.0% |
| Participant deferral / active EE | $3,484 | $4,743-26.5% | $4,137-15.8% | $6,730-48.2% |
| Admin fee / account holder | $1,912 | $11,502-83.4% | $9,741-80.4% | $14,365-86.7% |