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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 | $171,828 | $177,595-3.2% | $148,496+15.7% | $198,609-13.5% |
| Participation rate | 60.0% | 79.3%-19.3pp | 76.0%-16.0pp | 82.4%-22.4pp |
| Annual return | 12.36% | 9.97%+2.4pp | 12.33%0pp | 202.70%-190.3pp |
| Employer contribution / active EE | $860 | $4,098-79.0% | $3,497-75.4% | $5,055-83.0% |
| Participant deferral / active EE | $2,490 | $5,539-55.0% | $4,808-48.2% | $6,977-64.3% |
| Admin fee / account holder | $23,577 | $27,010-12.7% | $19,547+20.6% | $19,030+23.9% |