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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 | $175,394 | $172,111+1.9% | $150,298+16.7% | $137,256+27.8% |
| Participation rate | 33.3% | 81.7%-48.4pp | 77.8%-44.4pp | 80.0%-46.6pp |
| Annual return | 17.78% | 69.37%-51.6pp | 62.79%-45.0pp | 220.34%-202.6pp |
| Employer contribution / active EE | $790 | $4,636-83.0% | $4,154-81.0% | $4,156-81.0% |
| Participant deferral / active EE | $4,056 | $6,166-34.2% | $5,453-25.6% | $6,407-36.7% |
| Admin fee / account holder | $855 | $16,471-94.8% | $14,116-93.9% | $12,270-93.0% |