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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 | $98,754 | $96,236+2.6% | $136,072-27.4% | $80,935+22.0% |
| Participation rate | 51.7% | 71.2%-19.5pp | 76.4%-24.7pp | 67.7%-15.9pp |
| Annual return | 11.32% | 28.74%-17.4pp | 580.46%-569.1pp | 35.66%-24.3pp |
| Employer contribution / active EE | $570 | $3,350-83.0% | $4,216-86.5% | $2,757-79.3% |
| Participant deferral / active EE | $2,852 | $5,709-50.0% | $7,028-59.4% | $4,299-33.7% |
| Admin fee / account holder | $20,767 | $8,250+151.7% | $6,718+209.1% | $6,924+199.9% |