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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 | $181,062+3.7% | $158,223+18.6% | $155,188+21.0% |
| Participation rate | 28.6% | 82.7%-54.1pp | 79.2%-50.6pp | 80.8%-52.2pp |
| Annual return | 12.49% | 57.39%-44.9pp | 52.09%-39.6pp | 148.84%-136.3pp |
| Employer contribution / active EE | $630 | $4,565-86.2% | $4,109-84.7% | $4,248-85.2% |
| Participant deferral / active EE | $3,770 | $6,134-38.5% | $5,467-31.0% | $6,531-42.3% |
| Admin fee / account holder | $4,934 | $18,825-73.8% | $16,047-69.3% | $14,480-65.9% |