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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 | $236,079 | $184,014+28.3% | $161,149+46.5% | $138,895+70.0% |
| Participation rate | 65.0% | 82.1%-17.1pp | 78.8%-13.8pp | 79.9%-14.9pp |
| Annual return | 13.29% | 21.52%-8.2pp | 21.16%-7.9pp | 145.39%-132.1pp |
| Employer contribution / active EE | $649 | $5,055-87.2% | $4,360-85.1% | $4,194-84.5% |
| Participant deferral / active EE | $4,992 | $6,909-27.7% | $6,153-18.9% | $6,396-21.9% |
| Admin fee / account holder | $1,761 | $18,027-90.2% | $15,194-88.4% | $12,562-86.0% |