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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 | $209,093 | $183,539+13.9% | $155,556+34.4% | $145,897+43.3% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 16.07% | 61.31%-45.2pp | 64.84%-48.8pp | 552.29%-536.2pp |
| Employer contribution / active EE | $874 | $5,315-83.6% | $4,675-81.3% | $4,663-81.3% |
| Participant deferral / active EE | $4,256 | $6,467-34.2% | $5,631-24.4% | $6,689-36.4% |
| Admin fee / account holder | $936 | $19,275-95.1% | $15,885-94.1% | $13,390-93.0% |