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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 | $196,171 | $183,592+6.9% | $155,574+26.1% | $145,877+34.5% |
| Participation rate | 16.7% | 82.7%-66.0pp | 78.2%-61.5pp | 80.3%-63.6pp |
| Annual return | 13.35% | 61.37%-48.0pp | 64.87%-51.5pp | 551.28%-537.9pp |
| Employer contribution / active EE | $748 | $5,317-85.9% | $4,676-84.0% | $4,663-84.0% |
| Participant deferral / active EE | $3,833 | $6,466-40.7% | $5,629-31.9% | $6,691-42.7% |
| Admin fee / account holder | $2,650 | $19,316-86.3% | $15,914-83.3% | $13,402-80.2% |