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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 | $186,164 | $174,379+6.8% | $152,093+22.4% | $138,895+34.0% |
| Participation rate | 60.0% | 81.6%-21.6pp | 77.8%-17.8pp | 79.9%-19.9pp |
| Annual return | 16.00% | 74.86%-58.9pp | 66.36%-50.4pp | 145.39%-129.4pp |
| Employer contribution / active EE | $227 | $4,652-95.1% | $4,175-94.6% | $4,194-94.6% |
| Participant deferral / active EE | $5,284 | $6,159-14.2% | $5,451-3.1% | $6,396-17.4% |
| Admin fee / account holder | $1,865 | $16,880-88.9% | $14,497-87.1% | $12,562-85.2% |