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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 | $110,881 | $93,345+18.8% | $119,126-6.9% | $87,485+26.7% |
| Participation rate | 69.5% | 68.7%+0.8pp | 75.8%-6.3pp | 68.9%+0.6pp |
| Annual return | 14.92% | 19.08%-4.2pp | 282.11%-267.2pp | 26.06%-11.1pp |
| Employer contribution / active EE | $289 | $3,172-90.9% | $4,034-92.8% | $2,596-88.9% |
| Participant deferral / active EE | $2,722 | $4,099-33.6% | $5,318-48.8% | $4,274-36.3% |
| Admin fee / account holder | $10,913 | $8,039+35.8% | $10,693+2.1% | $7,775+40.4% |