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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 | $214,988 | $254,759-15.6% | $216,567-0.7% | $198,609+8.2% |
| Participation rate | 66.7% | 84.5%-17.9pp | 81.6%-15.0pp | 82.4%-15.7pp |
| Annual return | 10.85% | 10.04%+0.8pp | 12.94%-2.1pp | 202.70%-191.8pp |
| Employer contribution / active EE | $787 | $6,096-87.1% | $5,216-84.9% | $5,055-84.4% |
| Participant deferral / active EE | $7,355 | $6,948+5.9% | $6,191+18.8% | $6,977+5.4% |
| Admin fee / account holder | $1,252 | $26,311-95.2% | $21,981-94.3% | $19,030-93.4% |