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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 | $116,064 | $124,980-7.1% | $108,359+7.1% | $154,746-25.0% |
| Participation rate | 56.3% | 75.2%-18.9pp | 70.1%-13.9pp | 80.7%-24.5pp |
| Annual return | 14.27% | 45.00%-30.7pp | 36.89%-22.6pp | 172.34%-158.1pp |
| Employer contribution / active EE | $499 | $2,851-82.5% | $2,399-79.2% | $4,379-88.6% |
| Participant deferral / active EE | $2,119 | $4,743-55.3% | $4,137-48.8% | $6,730-68.5% |
| Admin fee / account holder | $568 | $11,502-95.1% | $9,741-94.2% | $14,365-96.0% |