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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 | $122,869 | $124,213-1.1% | $118,106+4.0% | $154,746-20.6% |
| Participation rate | 36.4% | 83.6%-47.2pp | 81.9%-45.5pp | 80.7%-44.3pp |
| Annual return | 20.64% | 18.29%+2.3pp | 19.44%+1.2pp | 172.34%-151.7pp |
| Employer contribution / active EE | $1,380 | $4,905-71.9% | $4,698-70.6% | $4,379-68.5% |
| Participant deferral / active EE | $4,360 | $6,859-36.4% | $6,619-34.1% | $6,730-35.2% |
| Admin fee / account holder | $10,351 | $9,627+7.5% | $8,973+15.4% | $14,365-27.9% |