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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 | $107,189 | $129,737-17.4% | $119,126-10.0% | $154,746-30.7% |
| Participation rate | 68.8% | 78.9%-10.1pp | 75.8%-7.0pp | 80.7%-12.0pp |
| Annual return | 15.98% | 379.08%-363.1pp | 282.11%-266.1pp | 172.34%-156.4pp |
| Employer contribution / active EE | $540 | $4,375-87.7% | $4,034-86.6% | $4,379-87.7% |
| Participant deferral / active EE | $2,375 | $5,842-59.3% | $5,318-55.3% | $6,730-64.7% |
| Admin fee / account holder | $6,340 | $11,961-47.0% | $10,693-40.7% | $14,365-55.9% |