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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 | $195,495 | $199,109-1.8% | $173,730+12.5% | $154,746+26.3% |
| Participation rate | 63.6% | 82.8%-19.2pp | 79.6%-15.9pp | 80.7%-17.1pp |
| Annual return | 18.03% | 20.02%-2.0pp | 19.96%-1.9pp | 172.34%-154.3pp |
| Employer contribution / active EE | $961 | $5,311-81.9% | $4,577-79.0% | $4,379-78.1% |
| Participant deferral / active EE | $3,981 | $7,113-44.0% | $6,326-37.1% | $6,730-40.9% |
| Admin fee / account holder | $19,286 | $20,916-7.8% | $17,523+10.1% | $14,365+34.3% |