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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 | $116,776 | $117,829-0.9% | $102,423+14.0% | $145,877-19.9% |
| Participation rate | 30.0% | 78.6%-48.6pp | 76.5%-46.5pp | 80.3%-50.3pp |
| Annual return | 13.70% | 31.83%-18.1pp | 29.42%-15.7pp | 551.28%-537.6pp |
| Employer contribution / active EE | $389 | $3,615-89.2% | $3,023-87.1% | $4,663-91.7% |
| Participant deferral / active EE | $4,025 | $5,732-29.8% | $5,054-20.4% | $6,691-39.8% |
| Admin fee / account holder | $609 | $13,335-95.4% | $9,455-93.6% | $13,402-95.5% |