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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 | $101,345 | $86,288+17.4% | $111,306-8.9% | $85,851+18.0% |
| Participation rate | 44.8% | 73.3%-28.5pp | 77.3%-32.5pp | 69.3%-24.5pp |
| Annual return | 17.29% | 19.99%-2.7pp | 54.67%-37.4pp | 318.63%-301.3pp |
| Employer contribution / active EE | $181 | $2,044-91.2% | $2,732-93.4% | $2,565-93.0% |
| Participant deferral / active EE | $1,843 | $3,641-49.4% | $4,488-58.9% | $3,952-53.4% |
| Admin fee / account holder | $5,283 | $8,189-35.5% | $7,966-33.7% | $6,261-15.6% |