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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 | $118,537 | $152,612-22.3% | $125,192-5.3% | $152,897-22.5% |
| Participation rate | 57.1% | 83.3%-26.2pp | 79.8%-22.6pp | 82.5%-25.3pp |
| Annual return | 17.04% | 54.85%-37.8pp | 43.79%-26.8pp | 345.43%-328.4pp |
| Employer contribution / active EE | $678 | $4,947-86.3% | $3,866-82.5% | $4,764-85.8% |
| Participant deferral / active EE | $7,827 | $5,868+33.4% | $4,937+58.5% | $5,851+33.8% |
| Admin fee / account holder | $4,035 | $13,437-70.0% | $9,704-58.4% | $11,599-65.2% |