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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 | $192,800 | $210,908-8.6% | $153,643+25.5% | $145,884+32.2% |
| Participation rate | 58.3% | 82.1%-23.8pp | 77.1%-18.8pp | 80.3%-22.0pp |
| Annual return | 11.10% | 13.46%-2.4pp | 15.71%-4.6pp | 551.85%-540.7pp |
| Employer contribution / active EE | $0 | $6,055-100.0% | $5,039-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,607 | $7,976-54.8% | $6,754-46.6% | $6,690-46.1% |
| Admin fee / account holder | $4,306 | $19,477-77.9% | $12,739-66.2% | $13,392-67.8% |