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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 | $160,470 | $178,174-9.9% | $156,181+2.7% | $137,256+16.9% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.8%-28.8pp | 80.0%-30.0pp |
| Annual return | 32.35% | 84.19%-51.8pp | 64.87%-32.5pp | 220.34%-188.0pp |
| Employer contribution / active EE | $1,040 | $4,972-79.1% | $4,294-75.8% | $4,156-75.0% |
| Participant deferral / active EE | $11,250 | $6,888+63.3% | $6,132+83.5% | $6,407+75.6% |
| Admin fee / account holder | $1,794 | $17,404-89.7% | $14,586-87.7% | $12,270-85.4% |