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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 | $191,995 | $212,386-9.6% | $199,883-3.9% | $138,895+38.2% |
| Participation rate | 61.5% | 87.4%-25.8pp | 86.8%-25.2pp | 79.9%-18.4pp |
| Annual return | 15.44% | 47.75%-32.3pp | 43.81%-28.4pp | 145.39%-130.0pp |
| Employer contribution / active EE | $403 | $6,625-93.9% | $6,261-93.6% | $4,194-90.4% |
| Participant deferral / active EE | $3,218 | $9,617-66.5% | $9,138-64.8% | $6,396-49.7% |
| Admin fee / account holder | $1,965 | $18,233-89.2% | $17,268-88.6% | $12,562-84.4% |