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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 | $104,051 | $106,280-2.1% | $96,538+7.8% | $139,487-25.4% |
| Participation rate | 54.5% | 77.8%-23.3pp | 74.3%-19.8pp | 80.3%-25.8pp |
| Annual return | 19.54% | 38.48%-18.9pp | 35.74%-16.2pp | 373.84%-354.3pp |
| Employer contribution / active EE | $782 | $4,107-81.0% | $3,740-79.1% | $4,755-83.6% |
| Participant deferral / active EE | $3,641 | $5,457-33.3% | $4,880-25.4% | $6,713-45.8% |
| Admin fee / account holder | $13,867 | $7,888+75.8% | $6,737+105.8% | $11,407+21.6% |