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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 | $173,156 | $184,014-5.9% | $161,149+7.5% | $138,895+24.7% |
| Participation rate | 54.2% | 82.1%-27.9pp | 78.8%-24.7pp | 79.9%-25.8pp |
| Annual return | 15.37% | 21.52%-6.2pp | 21.16%-5.8pp | 145.39%-130.0pp |
| Employer contribution / active EE | $1,067 | $5,055-78.9% | $4,360-75.5% | $4,194-74.6% |
| Participant deferral / active EE | $3,522 | $6,909-49.0% | $6,153-42.8% | $6,396-44.9% |
| Admin fee / account holder | $6,894 | $18,027-61.8% | $15,194-54.6% | $12,562-45.1% |