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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 | $195,495 | $178,174+9.7% | $156,181+25.2% | $137,256+42.4% |
| Participation rate | 63.6% | 82.0%-18.4pp | 78.8%-15.2pp | 80.0%-16.3pp |
| Annual return | 18.03% | 84.19%-66.2pp | 64.87%-46.8pp | 220.34%-202.3pp |
| Employer contribution / active EE | $961 | $4,972-80.7% | $4,294-77.6% | $4,156-76.9% |
| Participant deferral / active EE | $3,981 | $6,888-42.2% | $6,132-35.1% | $6,407-37.9% |
| Admin fee / account holder | $19,286 | $17,404+10.8% | $14,586+32.2% | $12,270+57.2% |