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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 | $167,916 | $162,821+3.1% | $133,978+25.3% | $158,982+5.6% |
| Participation rate | 47.1% | 83.2%-36.2pp | 79.8%-32.8pp | 82.0%-34.9pp |
| Annual return | 14.87% | 41.95%-27.1pp | 45.10%-30.2pp | 302.99%-288.1pp |
| Employer contribution / active EE | $790 | $4,976-84.1% | $3,919-79.8% | $4,763-83.4% |
| Participant deferral / active EE | $4,152 | $5,910-29.7% | $5,047-17.7% | $5,983-30.6% |
| Admin fee / account holder | $349 | $11,742-97.0% | $8,930-96.1% | $11,252-96.9% |