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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 | $193,691 | $181,896+6.5% | $156,551+23.7% | $273,972-29.3% |
| Participation rate | 55.6% | 88.4%-32.8pp | 84.0%-28.5pp | 83.0%-27.5pp |
| Annual return | 10.56% | 30.74%-20.2pp | 32.23%-21.7pp | 41.46%-30.9pp |
| Employer contribution / active EE | $1,069 | $6,248-82.9% | $5,501-80.6% | $4,869-78.0% |
| Participant deferral / active EE | $6,313 | $5,550+13.7% | $4,871+29.6% | $5,287+19.4% |
| Admin fee / account holder | $1,062 | $15,560-93.2% | $13,028-91.8% | $10,133-89.5% |