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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 | $186,160 | $183,592+1.4% | $155,574+19.7% | $145,877+27.6% |
| Participation rate | 38.5% | 82.7%-44.2pp | 78.2%-39.8pp | 80.3%-41.8pp |
| Annual return | 9.53% | 61.37%-51.8pp | 64.87%-55.3pp | 551.28%-541.8pp |
| Employer contribution / active EE | $738 | $5,317-86.1% | $4,676-84.2% | $4,663-84.2% |
| Participant deferral / active EE | $3,109 | $6,466-51.9% | $5,629-44.8% | $6,691-53.5% |
| Admin fee / account holder | $13,416 | $19,316-30.5% | $15,914-15.7% | $13,402+0.1% |