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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 | $174,379+0.6% | $152,093+15.3% | $138,895+26.3% |
| Participation rate | 33.3% | 81.6%-48.3pp | 77.8%-44.4pp | 79.9%-46.6pp |
| Annual return | 17.78% | 74.86%-57.1pp | 66.36%-48.6pp | 145.39%-127.6pp |
| Employer contribution / active EE | $790 | $4,652-83.0% | $4,175-81.1% | $4,194-81.2% |
| Participant deferral / active EE | $4,056 | $6,159-34.1% | $5,451-25.6% | $6,396-36.6% |
| Admin fee / account holder | $855 | $16,880-94.9% | $14,497-94.1% | $12,562-93.2% |