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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 | $99,637 | $103,392-3.6% | $87,104+14.4% | $152,897-34.8% |
| Participation rate | 69.2% | 79.4%-10.1pp | 76.9%-7.6pp | 82.5%-13.2pp |
| Annual return | 16.15% | 28.10%-12.0pp | 28.19%-12.0pp | 345.43%-329.3pp |
| Employer contribution / active EE | $423 | $3,221-86.9% | $2,521-83.2% | $4,764-91.1% |
| Participant deferral / active EE | $5,896 | $4,778+23.4% | $4,048+45.6% | $5,851+0.8% |
| Admin fee / account holder | $374 | $12,194-96.9% | $7,491-95.0% | $11,599-96.8% |