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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 | $128,649 | $114,119+12.7% | $107,187+20.0% | $138,895-7.4% |
| Participation rate | 55.6% | 78.1%-22.5pp | 75.0%-19.5pp | 79.9%-24.4pp |
| Annual return | 18.26% | 273.21%-254.9pp | 204.55%-186.3pp | 145.39%-127.1pp |
| Employer contribution / active EE | $487 | $4,059-88.0% | $3,782-87.1% | $4,194-88.4% |
| Participant deferral / active EE | $7,319 | $5,538+32.2% | $5,096+43.6% | $6,396+14.4% |
| Admin fee / account holder | $15,697 | $10,024+56.6% | $9,162+71.3% | $12,562+25.0% |