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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 | $177,214 | $148,629+19.2% | $135,982+30.3% | $139,487+27.0% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 15.07% | 79.33%-64.3pp | 68.32%-53.3pp | 373.84%-358.8pp |
| Employer contribution / active EE | $910 | $5,247-82.7% | $4,859-81.3% | $4,755-80.9% |
| Participant deferral / active EE | $3,250 | $8,102-59.9% | $7,760-58.1% | $6,713-51.6% |
| Admin fee / account holder | $351 | $12,406-97.2% | $10,767-96.7% | $11,407-96.9% |