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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 | $164,207 | $154,228+6.5% | $145,433+12.9% | $137,256+19.6% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 15.96% | 74.59%-58.6pp | 66.58%-50.6pp | 220.34%-204.4pp |
| Employer contribution / active EE | $599 | $4,804-87.5% | $4,554-86.8% | $4,156-85.6% |
| Participant deferral / active EE | $2,833 | $8,216-65.5% | $7,897-64.1% | $6,407-55.8% |
| Admin fee / account holder | $11,622 | $14,344-19.0% | $13,129-11.5% | $12,270-5.3% |