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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 | $193,682 | $223,823-13.5% | $211,142-8.3% | $154,746+25.2% |
| Participation rate | 66.7% | 87.9%-21.2pp | 87.3%-20.6pp | 80.7%-14.0pp |
| Annual return | 13.66% | 50.39%-36.7pp | 46.84%-33.2pp | 172.34%-158.7pp |
| Employer contribution / active EE | $1,227 | $6,787-81.9% | $6,442-80.9% | $4,379-72.0% |
| Participant deferral / active EE | $9,544 | $9,750-2.1% | $9,284+2.8% | $6,730+41.8% |
| Admin fee / account holder | $3,889 | $19,707-80.3% | $19,076-79.6% | $14,365-72.9% |