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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 | $123,901 | $94,031+31.8% | $115,768+7.0% | $82,448+50.3% |
| Participation rate | 36.4% | 70.4%-34.1pp | 74.4%-38.0pp | 68.1%-31.7pp |
| Annual return | 183.28% | 20.61%+162.7pp | 100.46%+82.8pp | 41.64%+141.6pp |
| Employer contribution / active EE | $376 | $2,323-83.8% | $2,940-87.2% | $2,551-85.3% |
| Participant deferral / active EE | $2,037 | $3,972-48.7% | $4,917-58.6% | $4,139-50.8% |
| Admin fee / account holder | $1,022 | $10,249-90.0% | $12,439-91.8% | $7,234-85.9% |