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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 | $172,111+8.2% | $150,298+23.9% | $137,256+35.6% |
| Participation rate | 60.0% | 81.7%-21.7pp | 77.8%-17.8pp | 80.0%-20.0pp |
| Annual return | 16.00% | 69.37%-53.4pp | 62.79%-46.8pp | 220.34%-204.3pp |
| Employer contribution / active EE | $227 | $4,636-95.1% | $4,154-94.5% | $4,156-94.5% |
| Participant deferral / active EE | $5,284 | $6,166-14.3% | $5,453-3.1% | $6,407-17.5% |
| Admin fee / account holder | $1,865 | $16,471-88.7% | $14,116-86.8% | $12,270-84.8% |