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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 | $113,571 | $139,948-18.8% | $121,663-6.7% | $154,746-26.6% |
| Participation rate | 47.6% | 78.0%-30.4pp | 74.5%-26.9pp | 80.7%-33.1pp |
| Annual return | 11.65% | 230.52%-218.9pp | 147.54%-135.9pp | 172.34%-160.7pp |
| Employer contribution / active EE | $334 | $3,521-90.5% | $3,020-88.9% | $4,379-92.4% |
| Participant deferral / active EE | $2,732 | $5,629-51.5% | $4,887-44.1% | $6,730-59.4% |
| Admin fee / account holder | $40,658 | $17,321+134.7% | $14,289+184.5% | $14,365+183.0% |