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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 | $225,972 | $172,111+31.3% | $150,298+50.3% | $137,256+64.6% |
| Participation rate | 25.0% | 81.7%-56.7pp | 77.8%-52.8pp | 80.0%-55.0pp |
| Annual return | 14.23% | 69.37%-55.1pp | 62.79%-48.6pp | 220.34%-206.1pp |
| Employer contribution / active EE | $586 | $4,636-87.4% | $4,154-85.9% | $4,156-85.9% |
| Participant deferral / active EE | $3,127 | $6,166-49.3% | $5,453-42.7% | $6,407-51.2% |
| Admin fee / account holder | $338 | $16,471-97.9% | $14,116-97.6% | $12,270-97.2% |