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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 | $102,014 | $87,106+17.1% | $105,607-3.4% | $80,935+26.0% |
| Participation rate | 26.1% | 70.4%-44.4pp | 75.3%-49.2pp | 67.7%-41.6pp |
| Annual return | 13.11% | 17.01%-3.9pp | 116.11%-103.0pp | 35.66%-22.6pp |
| Employer contribution / active EE | $593 | $2,396-75.3% | $3,167-81.3% | $2,757-78.5% |
| Participant deferral / active EE | $1,909 | $3,986-52.1% | $5,011-61.9% | $4,299-55.6% |
| Admin fee / account holder | $3,372 | $8,447-60.1% | $10,958-69.2% | $6,924-51.3% |