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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 | $160,077 | $183,516-12.8% | $155,534+2.9% | $145,884+9.7% |
| Participation rate | 54.5% | 82.7%-28.2pp | 78.2%-23.7pp | 80.3%-25.8pp |
| Annual return | 12.69% | 61.43%-48.7pp | 64.92%-52.2pp | 551.85%-539.2pp |
| Employer contribution / active EE | $848 | $5,315-84.1% | $4,675-81.9% | $4,662-81.8% |
| Participant deferral / active EE | $3,842 | $6,467-40.6% | $5,630-31.8% | $6,690-42.6% |
| Admin fee / account holder | $23,727 | $19,293+23.0% | $15,900+49.2% | $13,392+77.2% |