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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 | $107,610 | $110,379-2.5% | $102,412+5.1% | $145,884-26.2% |
| Participation rate | 16.7% | 77.9%-61.3pp | 74.5%-57.8pp | 80.3%-63.6pp |
| Annual return | 13.83% | 24.84%-11.0pp | 24.94%-11.1pp | 551.85%-538.0pp |
| Employer contribution / active EE | $435 | $4,216-89.7% | $3,870-88.8% | $4,662-90.7% |
| Participant deferral / active EE | $4,250 | $5,622-24.4% | $5,060-16.0% | $6,690-36.5% |
| Admin fee / account holder | $424 | $9,745-95.6% | $8,388-94.9% | $13,392-96.8% |