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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 | $119,300 | $115,917+2.9% | $100,535+18.7% | $158,982-25.0% |
| Participation rate | 36.4% | 81.6%-45.2pp | 79.4%-43.1pp | 82.0%-45.6pp |
| Annual return | 20.01% | 34.80%-14.8pp | 30.90%-10.9pp | 302.99%-283.0pp |
| Employer contribution / active EE | $0 | $4,105-100.0% | $3,419-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,561 | $6,677-46.7% | $6,271-43.2% | $5,983-40.5% |
| Admin fee / account holder | $525 | $11,002-95.2% | $8,085-93.5% | $11,252-95.3% |