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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 | $104,344 | $107,809-3.2% | $97,032+7.5% | $155,188-32.8% |
| Participation rate | 60.0% | 75.5%-15.5pp | 71.6%-11.6pp | 80.8%-20.8pp |
| Annual return | 13.93% | 38.06%-24.1pp | 35.38%-21.4pp | 148.84%-134.9pp |
| Employer contribution / active EE | $0 | $2,911-100.0% | $2,629-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $23,450 | $5,129+357.2% | $4,672+401.9% | $6,531+259.0% |
| Admin fee / account holder | $18,516 | $10,717+72.8% | $9,418+96.6% | $14,480+27.9% |