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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 | $94,708 | $100,279-5.6% | $81,353+16.4% | $145,884-35.1% |
| Participation rate | 30.0% | 74.3%-44.3pp | 69.5%-39.5pp | 80.3%-50.3pp |
| Annual return | 13.54% | 34.49%-20.9pp | 24.82%-11.3pp | 551.85%-538.3pp |
| Employer contribution / active EE | $266 | $2,979-91.1% | $2,464-89.2% | $4,662-94.3% |
| Participant deferral / active EE | $2,126 | $4,611-53.9% | $3,885-45.3% | $6,690-68.2% |
| Admin fee / account holder | $3,238 | $8,206-60.5% | $5,766-43.9% | $13,392-75.8% |