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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 | $124,425-4.5% | $112,040+6.1% | $137,256-13.4% |
| Participation rate | 44.4% | 79.3%-34.9pp | 76.5%-32.0pp | 80.0%-35.5pp |
| Annual return | 14.07% | 24.72%-10.7pp | 24.52%-10.5pp | 220.34%-206.3pp |
| Employer contribution / active EE | $719 | $3,411-78.9% | $2,954-75.7% | $4,156-82.7% |
| Participant deferral / active EE | $6,991 | $5,718+22.3% | $5,098+37.2% | $6,407+9.1% |
| Admin fee / account holder | $4,328 | $15,207-71.5% | $12,098-64.2% | $12,270-64.7% |