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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 | $104,588 | $110,410-5.3% | $102,437+2.1% | $145,897-28.3% |
| Participation rate | 45.5% | 77.9%-32.5pp | 74.5%-29.1pp | 80.3%-34.9pp |
| Annual return | 17.17% | 24.85%-7.7pp | 24.95%-7.8pp | 552.29%-535.1pp |
| Employer contribution / active EE | $417 | $4,217-90.1% | $3,871-89.2% | $4,663-91.1% |
| Participant deferral / active EE | $2,287 | $5,622-59.3% | $5,060-54.8% | $6,689-65.8% |
| Admin fee / account holder | $1,064 | $9,745-89.1% | $8,388-87.3% | $13,390-92.1% |