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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 | $210,220 | $213,785-1.7% | $185,441+13.4% | $155,188+35.5% |
| Participation rate | 27.8% | 83.2%-55.4pp | 80.3%-52.5pp | 80.8%-53.0pp |
| Annual return | 14.94% | 19.97%-5.0pp | 20.16%-5.2pp | 148.84%-133.9pp |
| Employer contribution / active EE | $419 | $5,393-92.2% | $4,672-91.0% | $4,248-90.1% |
| Participant deferral / active EE | $2,754 | $6,864-59.9% | $6,152-55.2% | $6,531-57.8% |
| Admin fee / account holder | $2,607 | $21,134-87.7% | $17,890-85.4% | $14,480-82.0% |