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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 | $111,325 | $177,595-37.3% | $148,496-25.0% | $198,609-43.9% |
| Participation rate | 66.7% | 79.3%-12.6pp | 76.0%-9.4pp | 82.4%-15.7pp |
| Annual return | 7.05% | 9.97%-2.9pp | 12.33%-5.3pp | 202.70%-195.6pp |
| Employer contribution / active EE | $0 | $4,098-100.0% | $3,497-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $13,533 | $5,539+144.3% | $4,808+181.4% | $6,977+94.0% |
| Admin fee / account holder | $380 | $27,010-98.6% | $19,547-98.1% | $19,030-98.0% |