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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 | $207,053 | $210,991-1.9% | $153,741+34.7% | $145,897+41.9% |
| Participation rate | 57.1% | 82.1%-25.0pp | 77.1%-20.0pp | 80.3%-23.2pp |
| Annual return | 9.80% | 13.46%-3.7pp | 15.71%-5.9pp | 552.29%-542.5pp |
| Employer contribution / active EE | $0 | $6,057-100.0% | $5,042-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $9,889 | $7,979+23.9% | $6,757+46.4% | $6,689+47.8% |
| Admin fee / account holder | $4,000 | $19,490-79.5% | $12,749-68.6% | $13,390-70.1% |