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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 | $233,165 | $185,312+25.8% | $161,489+44.4% | $154,746+50.7% |
| Participation rate | 55.6% | 82.5%-26.9pp | 78.7%-23.1pp | 80.7%-25.1pp |
| Annual return | 15.85% | 103.84%-88.0pp | 89.72%-73.9pp | 172.34%-156.5pp |
| Employer contribution / active EE | $833 | $4,769-82.5% | $4,268-80.5% | $4,379-81.0% |
| Participant deferral / active EE | $7,333 | $6,350+15.5% | $5,630+30.3% | $6,730+9.0% |
| Admin fee / account holder | $2,502 | $18,654-86.6% | $16,006-84.4% | $14,365-82.6% |