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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 | $100,860 | $110,410-8.6% | $102,437-1.5% | $145,897-30.9% |
| Participation rate | 37.5% | 77.9%-40.4pp | 74.5%-37.0pp | 80.3%-42.8pp |
| Annual return | 11.47% | 24.85%-13.4pp | 24.95%-13.5pp | 552.29%-540.8pp |
| Employer contribution / active EE | $718 | $4,217-83.0% | $3,871-81.4% | $4,663-84.6% |
| Participant deferral / active EE | $8,217 | $5,622+46.2% | $5,060+62.4% | $6,689+22.8% |
| Admin fee / account holder | $946 | $9,745-90.3% | $8,388-88.7% | $13,390-92.9% |