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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 | $119,177 | $111,814+6.6% | $103,378+15.3% | $145,978-18.4% |
| Participation rate | 27.3% | 77.9%-50.7pp | 74.5%-47.2pp | 80.3%-53.0pp |
| Annual return | 11.23% | 24.80%-13.6pp | 24.91%-13.7pp | 550.52%-539.3pp |
| Employer contribution / active EE | $458 | $4,215-89.1% | $3,870-88.2% | $4,662-90.2% |
| Participant deferral / active EE | $3,563 | $5,618-36.6% | $5,058-29.6% | $6,690-46.7% |
| Admin fee / account holder | $11,890 | $9,764+21.8% | $8,401+41.5% | $13,400-11.3% |