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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 | $194,984 | $156,398+24.7% | $147,318+32.4% | $138,895+40.4% |
| Participation rate | 62.5% | 83.8%-21.3pp | 82.1%-19.6pp | 79.9%-17.4pp |
| Annual return | 13.07% | 78.75%-65.7pp | 70.43%-57.4pp | 145.39%-132.3pp |
| Employer contribution / active EE | $855 | $4,853-82.4% | $4,593-81.4% | $4,194-79.6% |
| Participant deferral / active EE | $3,281 | $8,237-60.2% | $7,906-58.5% | $6,396-48.7% |
| Admin fee / account holder | $6,473 | $14,976-56.8% | $13,708-52.8% | $12,562-48.5% |