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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 | $241,883 | $227,291+6.4% | $214,702+12.7% | $155,188+55.9% |
| Participation rate | 57.1% | 88.0%-30.8pp | 87.5%-30.3pp | 80.8%-23.7pp |
| Annual return | 19.20% | 60.08%-40.9pp | 54.55%-35.4pp | 148.84%-129.6pp |
| Employer contribution / active EE | $721 | $6,772-89.3% | $6,461-88.8% | $4,248-83.0% |
| Participant deferral / active EE | $5,739 | $9,582-40.1% | $9,147-37.3% | $6,531-12.1% |
| Admin fee / account holder | $34,590 | $20,413+69.5% | $19,830+74.4% | $14,480+138.9% |