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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 | $184,803 | $172,111+7.4% | $150,298+23.0% | $137,256+34.6% |
| Participation rate | 45.5% | 81.7%-36.3pp | 77.8%-32.3pp | 80.0%-34.5pp |
| Annual return | 18.95% | 69.37%-50.4pp | 62.79%-43.8pp | 220.34%-201.4pp |
| Employer contribution / active EE | $696 | $4,636-85.0% | $4,154-83.2% | $4,156-83.3% |
| Participant deferral / active EE | $2,835 | $6,166-54.0% | $5,453-48.0% | $6,407-55.8% |
| Admin fee / account holder | $2,633 | $16,471-84.0% | $14,116-81.3% | $12,270-78.5% |