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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 | $176,202 | $201,370-12.5% | $184,256-4.4% | $145,897+20.8% |
| Participation rate | 57.1% | 87.5%-30.3pp | 86.8%-29.7pp | 80.3%-23.2pp |
| Annual return | 10.45% | 29.05%-18.6pp | 28.85%-18.4pp | 552.29%-541.8pp |
| Employer contribution / active EE | $1,300 | $7,024-81.5% | $6,427-79.8% | $4,663-72.1% |
| Participant deferral / active EE | $7,699 | $9,808-21.5% | $9,133-15.7% | $6,689+15.1% |
| Admin fee / account holder | $13,777 | $16,364-15.8% | $13,899-0.9% | $13,390+2.9% |