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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 | $118,844 | $136,860-13.2% | $120,344-1.2% | $154,746-23.2% |
| Participation rate | 44.4% | 79.9%-35.4pp | 76.7%-32.3pp | 80.7%-36.3pp |
| Annual return | 14.07% | 21.38%-7.3pp | 20.30%-6.2pp | 172.34%-158.3pp |
| Employer contribution / active EE | $719 | $3,533-79.6% | $3,020-76.2% | $4,379-83.6% |
| Participant deferral / active EE | $6,991 | $5,793+20.7% | $5,135+36.2% | $6,730+3.9% |
| Admin fee / account holder | $4,328 | $15,393-71.9% | $12,742-66.0% | $14,365-69.9% |