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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 | $202,417 | $162,136+24.8% | $152,301+32.9% | $154,746+30.8% |
| Participation rate | 30.0% | 84.1%-54.1pp | 82.4%-52.4pp | 80.7%-50.7pp |
| Annual return | 11.58% | 91.02%-79.4pp | 80.50%-68.9pp | 172.34%-160.8pp |
| Employer contribution / active EE | $536 | $4,890-89.0% | $4,624-88.4% | $4,379-87.8% |
| Participant deferral / active EE | $3,640 | $8,341-56.4% | $8,004-54.5% | $6,730-45.9% |
| Admin fee / account holder | $2,443 | $15,759-84.5% | $14,398-83.0% | $14,365-83.0% |