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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 | $103,279 | $95,415+8.2% | $185,851-44.4% | $85,851+20.3% |
| Participation rate | 26.6% | 68.8%-42.2pp | 81.7%-55.1pp | 69.3%-42.8pp |
| Annual return | 13.80% | 23.59%-9.8pp | 122.11%-108.3pp | 318.63%-304.8pp |
| Employer contribution / active EE | $342 | $3,314-89.7% | $5,168-93.4% | $2,565-86.7% |
| Participant deferral / active EE | $1,729 | $3,424-49.5% | $5,569-68.9% | $3,952-56.2% |
| Admin fee / account holder | $10,604 | $7,215+47.0% | $16,245-34.7% | $6,261+69.4% |