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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 | $186,816 | $154,228+21.1% | $145,433+28.5% | $137,256+36.1% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 17.41% | 74.59%-57.2pp | 66.58%-49.2pp | 220.34%-202.9pp |
| Employer contribution / active EE | $282 | $4,804-94.1% | $4,554-93.8% | $4,156-93.2% |
| Participant deferral / active EE | $4,235 | $8,216-48.5% | $7,897-46.4% | $6,407-33.9% |
| Admin fee / account holder | $10,612 | $14,344-26.0% | $13,129-19.2% | $12,270-13.5% |