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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 | $218,404 | $223,823-2.4% | $211,142+3.4% | $154,746+41.1% |
| Participation rate | 69.6% | 87.9%-18.3pp | 87.3%-17.7pp | 80.7%-11.1pp |
| Annual return | 15.69% | 50.39%-34.7pp | 46.84%-31.1pp | 172.34%-156.6pp |
| Employer contribution / active EE | $1,345 | $6,787-80.2% | $6,442-79.1% | $4,379-69.3% |
| Participant deferral / active EE | $4,815 | $9,750-50.6% | $9,284-48.1% | $6,730-28.5% |
| Admin fee / account holder | $2,343 | $19,707-88.1% | $19,076-87.7% | $14,365-83.7% |