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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 | $228,304 | $162,136+40.8% | $152,301+49.9% | $154,746+47.5% |
| Participation rate | 54.5% | 84.1%-29.6pp | 82.4%-27.9pp | 80.7%-26.2pp |
| Annual return | 17.21% | 91.02%-73.8pp | 80.50%-63.3pp | 172.34%-155.1pp |
| Employer contribution / active EE | $277 | $4,890-94.3% | $4,624-94.0% | $4,379-93.7% |
| Participant deferral / active EE | $5,096 | $8,341-38.9% | $8,004-36.3% | $6,730-24.3% |
| Admin fee / account holder | $561 | $15,759-96.4% | $14,398-96.1% | $14,365-96.1% |