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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 | $170,257 | $178,174-4.4% | $156,181+9.0% | $137,256+24.0% |
| Participation rate | 11.1% | 82.0%-70.9pp | 78.8%-67.7pp | 80.0%-68.8pp |
| Annual return | 17.05% | 84.19%-67.1pp | 64.87%-47.8pp | 220.34%-203.3pp |
| Employer contribution / active EE | $669 | $4,972-86.5% | $4,294-84.4% | $4,156-83.9% |
| Participant deferral / active EE | $3,444 | $6,888-50.0% | $6,132-43.8% | $6,407-46.2% |
| Admin fee / account holder | $517 | $17,404-97.0% | $14,586-96.5% | $12,270-95.8% |