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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 | $166,212 | $160,040+3.9% | $147,096+13.0% | $145,877+13.9% |
| Participation rate | 69.2% | 84.0%-14.8pp | 82.2%-12.9pp | 80.3%-11.1pp |
| Annual return | 10.78% | 98.49%-87.7pp | 419.75%-409.0pp | 551.28%-540.5pp |
| Employer contribution / active EE | $970 | $5,289-81.7% | $4,936-80.3% | $4,663-79.2% |
| Participant deferral / active EE | $7,185 | $8,429-14.8% | $8,071-11.0% | $6,691+7.4% |
| Admin fee / account holder | $14,691 | $15,050-2.4% | $13,005+13.0% | $13,402+9.6% |