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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 | $171,590 | $162,136+5.8% | $152,301+12.7% | $154,746+10.9% |
| Participation rate | 62.5% | 84.1%-21.6pp | 82.4%-19.9pp | 80.7%-18.2pp |
| Annual return | 13.60% | 91.02%-77.4pp | 80.50%-66.9pp | 172.34%-158.7pp |
| Employer contribution / active EE | $639 | $4,890-86.9% | $4,624-86.2% | $4,379-85.4% |
| Participant deferral / active EE | $3,736 | $8,341-55.2% | $8,004-53.3% | $6,730-44.5% |
| Admin fee / account holder | $5,699 | $15,759-63.8% | $14,398-60.4% | $14,365-60.3% |