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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 | $207,422 | $212,386-2.3% | $199,883+3.8% | $138,895+49.3% |
| Participation rate | 38.5% | 87.4%-48.9pp | 86.8%-48.3pp | 79.9%-41.5pp |
| Annual return | 13.97% | 47.75%-33.8pp | 43.81%-29.8pp | 145.39%-131.4pp |
| Employer contribution / active EE | $1,057 | $6,625-84.0% | $6,261-83.1% | $4,194-74.8% |
| Participant deferral / active EE | $3,629 | $9,617-62.3% | $9,138-60.3% | $6,396-43.3% |
| Admin fee / account holder | $1,957 | $18,233-89.3% | $17,268-88.7% | $12,562-84.4% |