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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 | $174,353 | $181,062-3.7% | $158,223+10.2% | $155,188+12.3% |
| Participation rate | 12.5% | 82.7%-70.2pp | 79.2%-66.7pp | 80.8%-68.3pp |
| Annual return | 13.92% | 57.39%-43.5pp | 52.09%-38.2pp | 148.84%-134.9pp |
| Employer contribution / active EE | $613 | $4,565-86.6% | $4,109-85.1% | $4,248-85.6% |
| Participant deferral / active EE | $1,972 | $6,134-67.9% | $5,467-63.9% | $6,531-69.8% |
| Admin fee / account holder | $1,325 | $18,825-93.0% | $16,047-91.7% | $14,480-90.8% |