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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 | $203,982 | $156,398+30.4% | $147,318+38.5% | $138,895+46.9% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.4pp | 79.9%-13.3pp |
| Annual return | 20.05% | 78.75%-58.7pp | 70.43%-50.4pp | 145.39%-125.3pp |
| Employer contribution / active EE | $738 | $4,853-84.8% | $4,593-83.9% | $4,194-82.4% |
| Participant deferral / active EE | $22,048 | $8,237+167.7% | $7,906+178.9% | $6,396+244.7% |
| Admin fee / account holder | $15,573 | $14,976+4.0% | $13,708+13.6% | $12,562+24.0% |