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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 | $178,174+32.5% | $156,181+51.2% | $137,256+72.0% |
| Participation rate | 65.0% | 82.0%-17.0pp | 78.8%-13.8pp | 80.0%-15.0pp |
| Annual return | 13.29% | 84.19%-70.9pp | 64.87%-51.6pp | 220.34%-207.0pp |
| Employer contribution / active EE | $649 | $4,972-86.9% | $4,294-84.9% | $4,156-84.4% |
| Participant deferral / active EE | $4,992 | $6,888-27.5% | $6,132-18.6% | $6,407-22.1% |
| Admin fee / account holder | $1,761 | $17,404-89.9% | $14,586-87.9% | $12,270-85.6% |