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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 | $195,465 | $223,823-12.7% | $211,142-7.4% | $154,746+26.3% |
| Participation rate | 60.0% | 87.9%-27.9pp | 87.3%-27.3pp | 80.7%-20.7pp |
| Annual return | 23.09% | 50.39%-27.3pp | 46.84%-23.8pp | 172.34%-149.3pp |
| Employer contribution / active EE | $1,460 | $6,787-78.5% | $6,442-77.3% | $4,379-66.7% |
| Participant deferral / active EE | $6,009 | $9,750-38.4% | $9,284-35.3% | $6,730-10.7% |
| Admin fee / account holder | $19,228 | $19,707-2.4% | $19,076+0.8% | $14,365+33.8% |