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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 | $102,005 | $91,559+11.4% | $133,971-23.9% | $79,852+27.7% |
| Participation rate | 52.1% | 73.3%-21.3pp | 79.8%-27.8pp | 69.6%-17.6pp |
| Annual return | 11.64% | 61.85%-50.2pp | 45.09%-33.5pp | 31.72%-20.1pp |
| Employer contribution / active EE | $522 | $2,384-78.1% | $3,919-86.7% | $2,471-78.9% |
| Participant deferral / active EE | $3,332 | $3,734-10.8% | $5,047-34.0% | $3,740-10.9% |
| Admin fee / account holder | $7,385 | $6,321+16.8% | $8,929-17.3% | $5,306+39.2% |