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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 | $185,762 | $183,627+1.2% | $155,602+19.4% | $145,978+27.3% |
| Participation rate | 57.1% | 82.7%-25.5pp | 78.2%-21.1pp | 80.3%-23.1pp |
| Annual return | 16.13% | 61.32%-45.2pp | 64.81%-48.7pp | 550.52%-534.4pp |
| Employer contribution / active EE | $793 | $5,316-85.1% | $4,675-83.0% | $4,662-83.0% |
| Participant deferral / active EE | $15,547 | $6,466+140.4% | $5,629+176.2% | $6,690+132.4% |
| Admin fee / account holder | $2,344 | $19,327-87.9% | $15,923-85.3% | $13,400-82.5% |