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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 | $206,359 | $172,111+19.9% | $150,298+37.3% | $137,256+50.3% |
| Participation rate | 57.1% | 81.7%-24.6pp | 77.8%-20.6pp | 80.0%-22.8pp |
| Annual return | 16.30% | 69.37%-53.1pp | 62.79%-46.5pp | 220.34%-204.0pp |
| Employer contribution / active EE | $732 | $4,636-84.2% | $4,154-82.4% | $4,156-82.4% |
| Participant deferral / active EE | $6,743 | $6,166+9.4% | $5,453+23.7% | $6,407+5.2% |
| Admin fee / account holder | $887 | $16,471-94.6% | $14,116-93.7% | $12,270-92.8% |