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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 | $157,814 | $148,582+6.2% | $135,942+16.1% | $139,456+13.2% |
| Participation rate | 36.4% | 83.9%-47.5pp | 81.9%-45.5pp | 80.3%-44.0pp |
| Annual return | 20.23% | 79.26%-59.0pp | 68.28%-48.0pp | 373.45%-353.2pp |
| Employer contribution / active EE | $561 | $5,245-89.3% | $4,858-88.4% | $4,753-88.2% |
| Participant deferral / active EE | $2,800 | $8,101-65.4% | $7,759-63.9% | $6,711-58.3% |
| Admin fee / account holder | $13,310 | $12,402+7.3% | $10,764+23.7% | $11,407+16.7% |