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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 | $176,759 | $213,785-17.3% | $185,441-4.7% | $155,188+13.9% |
| Participation rate | 53.8% | 83.2%-29.4pp | 80.3%-26.4pp | 80.8%-27.0pp |
| Annual return | 18.40% | 19.97%-1.6pp | 20.16%-1.8pp | 148.84%-130.4pp |
| Employer contribution / active EE | $0 | $5,393-100.0% | $4,672-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $11,394 | $6,864+66.0% | $6,152+85.2% | $6,531+74.5% |
| Admin fee / account holder | $1,121 | $21,134-94.7% | $17,890-93.7% | $14,480-92.3% |