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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 | $113,486 | $110,337+2.9% | $102,383+10.8% | $145,877-22.2% |
| Participation rate | 15.4% | 77.9%-62.6pp | 74.5%-59.1pp | 80.3%-64.9pp |
| Annual return | 11.13% | 24.83%-13.7pp | 24.94%-13.8pp | 551.28%-540.1pp |
| Employer contribution / active EE | $297 | $4,216-93.0% | $3,870-92.3% | $4,663-93.6% |
| Participant deferral / active EE | $5,821 | $5,621+3.6% | $5,060+15.0% | $6,691-13.0% |
| Admin fee / account holder | $806 | $9,750-91.7% | $8,391-90.4% | $13,402-94.0% |