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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 | $163,589 | $162,136+0.9% | $152,301+7.4% | $154,746+5.7% |
| Participation rate | 33.3% | 84.1%-50.8pp | 82.4%-49.1pp | 80.7%-47.4pp |
| Annual return | 18.53% | 91.02%-72.5pp | 80.50%-62.0pp | 172.34%-153.8pp |
| Employer contribution / active EE | $895 | $4,890-81.7% | $4,624-80.6% | $4,379-79.6% |
| Participant deferral / active EE | $3,477 | $8,341-58.3% | $8,004-56.6% | $6,730-48.3% |
| Admin fee / account holder | $1,669 | $15,759-89.4% | $14,398-88.4% | $14,365-88.4% |