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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 | $209,815 | $211,105-0.6% | $178,449+17.6% | $145,978+43.7% |
| Participation rate | 28.6% | 80.8%-52.2pp | 77.1%-48.5pp | 80.3%-51.7pp |
| Annual return | 16.59% | 30.19%-13.6pp | 27.09%-10.5pp | 550.52%-533.9pp |
| Employer contribution / active EE | $494 | $4,569-89.2% | $3,951-87.5% | $4,662-89.4% |
| Participant deferral / active EE | $8,714 | $6,959+25.2% | $6,277+38.8% | $6,690+30.3% |
| Admin fee / account holder | $1,970 | $12,017-83.6% | $10,362-81.0% | $13,400-85.3% |