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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 | $186,338 | $201,264-7.4% | $184,185+1.2% | $145,978+27.6% |
| Participation rate | 60.0% | 87.5%-27.5pp | 86.8%-26.8pp | 80.3%-20.3pp |
| Annual return | 20.40% | 29.00%-8.6pp | 28.81%-8.4pp | 550.52%-530.1pp |
| Employer contribution / active EE | $0 | $7,021-100.0% | $6,426-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $11,033 | $9,806+12.5% | $9,132+20.8% | $6,690+64.9% |
| Admin fee / account holder | $2,507 | $16,376-84.7% | $13,909-82.0% | $13,400-81.3% |