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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 | $120,821 | $118,496+2.0% | $98,461+22.7% | $139,466-13.4% |
| Participation rate | 55.6% | 77.5%-21.9pp | 75.2%-19.6pp | 80.3%-24.8pp |
| Annual return | 16.53% | 18.96%-2.4pp | 21.17%-4.6pp | 373.66%-357.1pp |
| Employer contribution / active EE | $469 | $3,611-87.0% | $3,049-84.6% | $4,754-90.1% |
| Participant deferral / active EE | $4,221 | $5,393-21.7% | $4,738-10.9% | $6,712-37.1% |
| Admin fee / account holder | $21,960 | $14,056+56.2% | $8,961+145.1% | $11,409+92.5% |