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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 | $104,480 | $117,829-11.3% | $102,423+2.0% | $145,877-28.4% |
| Participation rate | 68.8% | 78.6%-9.9pp | 76.5%-7.8pp | 80.3%-11.6pp |
| Annual return | 21.97% | 31.83%-9.9pp | 29.42%-7.5pp | 551.28%-529.3pp |
| Employer contribution / active EE | $501 | $3,615-86.1% | $3,023-83.4% | $4,663-89.2% |
| Participant deferral / active EE | $4,149 | $5,732-27.6% | $5,054-17.9% | $6,691-38.0% |
| Admin fee / account holder | $1,111 | $13,335-91.7% | $9,455-88.2% | $13,402-91.7% |