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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 | $174,955 | $152,619+14.6% | $125,195+39.7% | $152,909+14.4% |
| Participation rate | 68.4% | 83.3%-14.9pp | 79.8%-11.4pp | 82.5%-14.0pp |
| Annual return | 20.69% | 54.85%-34.2pp | 43.79%-23.1pp | 345.46%-324.8pp |
| Employer contribution / active EE | $929 | $4,947-81.2% | $3,866-76.0% | $4,764-80.5% |
| Participant deferral / active EE | $2,503 | $5,869-57.4% | $4,937-49.3% | $5,851-57.2% |
| Admin fee / account holder | $1,016 | $13,437-92.4% | $9,704-89.5% | $11,601-91.2% |