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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 | $190,665 | $183,627+3.8% | $155,602+22.5% | $145,978+30.6% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 12.85% | 61.32%-48.5pp | 64.81%-52.0pp | 550.52%-537.7pp |
| Employer contribution / active EE | $892 | $5,316-83.2% | $4,675-80.9% | $4,662-80.9% |
| Participant deferral / active EE | $10,700 | $6,466+65.5% | $5,629+90.1% | $6,690+60.0% |
| Admin fee / account holder | $1,189 | $19,327-93.8% | $15,923-92.5% | $13,400-91.1% |