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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 | $167,878 | $153,769+9.2% | $133,975+25.3% | $273,972-38.7% |
| Participation rate | 62.5% | 88.4%-25.9pp | 87.1%-24.6pp | 83.0%-20.5pp |
| Annual return | 8.79% | 36.51%-27.7pp | 29.29%-20.5pp | 41.46%-32.7pp |
| Employer contribution / active EE | $822 | $6,029-86.4% | $5,211-84.2% | $4,869-83.1% |
| Participant deferral / active EE | $6,182 | $6,958-11.2% | $6,282-1.6% | $5,287+16.9% |
| Admin fee / account holder | $565 | $11,765-95.2% | $9,324-93.9% | $10,133-94.4% |