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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 | $200,341 | $162,136+23.6% | $152,301+31.5% | $154,746+29.5% |
| Participation rate | 50.0% | 84.1%-34.1pp | 82.4%-32.4pp | 80.7%-30.7pp |
| Annual return | 18.47% | 91.02%-72.6pp | 80.50%-62.0pp | 172.34%-153.9pp |
| Employer contribution / active EE | $621 | $4,890-87.3% | $4,624-86.6% | $4,379-85.8% |
| Participant deferral / active EE | $17,519 | $8,341+110.0% | $8,004+118.9% | $6,730+160.3% |
| Admin fee / account holder | $3,430 | $15,759-78.2% | $14,398-76.2% | $14,365-76.1% |