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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 | $167,391 | $157,304+6.4% | $141,197+18.6% | $152,909+9.5% |
| Participation rate | 68.4% | 84.8%-16.4pp | 82.5%-14.1pp | 82.5%-14.0pp |
| Annual return | 35.33% | 64.34%-29.0pp | 71.41%-36.1pp | 345.46%-310.1pp |
| Employer contribution / active EE | $494 | $5,263-90.6% | $4,736-89.6% | $4,764-89.6% |
| Participant deferral / active EE | $10,792 | $7,111+51.8% | $6,710+60.8% | $5,851+84.4% |
| Admin fee / account holder | $32,475 | $12,126+167.8% | $10,265+216.4% | $11,601+179.9% |