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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 | $172,328 | $157,296+9.6% | $141,191+22.1% | $152,897+12.7% |
| Participation rate | 16.7% | 84.8%-68.2pp | 82.5%-65.8pp | 82.5%-65.8pp |
| Annual return | 26.64% | 64.34%-37.7pp | 71.41%-44.8pp | 345.43%-318.8pp |
| Employer contribution / active EE | $876 | $5,262-83.4% | $4,736-81.5% | $4,764-81.6% |
| Participant deferral / active EE | $8,385 | $7,111+17.9% | $6,710+25.0% | $5,851+43.3% |
| Admin fee / account holder | $1,258 | $12,125-89.6% | $10,264-87.7% | $11,599-89.2% |