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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 | $167,563 | $162,812+2.9% | $133,971+25.1% | $158,966+5.4% |
| Participation rate | 20.0% | 83.2%-63.2pp | 79.8%-59.8pp | 82.0%-62.0pp |
| Annual return | 20.10% | 41.94%-21.8pp | 45.09%-25.0pp | 302.95%-282.9pp |
| Employer contribution / active EE | $796 | $4,976-84.0% | $3,919-79.7% | $4,762-83.3% |
| Participant deferral / active EE | $3,900 | $5,910-34.0% | $5,047-22.7% | $5,983-34.8% |
| Admin fee / account holder | $629 | $11,741-94.6% | $8,929-93.0% | $11,250-94.4% |