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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 | $187,728 | $174,379+7.7% | $152,093+23.4% | $138,895+35.2% |
| Participation rate | 28.6% | 81.6%-53.1pp | 77.8%-49.2pp | 79.9%-51.3pp |
| Annual return | 12.49% | 74.86%-62.4pp | 66.36%-53.9pp | 145.39%-132.9pp |
| Employer contribution / active EE | $630 | $4,652-86.5% | $4,175-84.9% | $4,194-85.0% |
| Participant deferral / active EE | $3,770 | $6,159-38.8% | $5,451-30.8% | $6,396-41.1% |
| Admin fee / account holder | $4,934 | $16,880-70.8% | $14,497-66.0% | $12,562-60.7% |