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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 | $173,476 | $155,555+11.5% | $146,866+18.1% | $155,188+11.8% |
| Participation rate | 41.2% | 84.0%-42.8pp | 82.5%-41.3pp | 80.8%-39.6pp |
| Annual return | 13.47% | 115.41%-101.9pp | 102.85%-89.4pp | 148.84%-135.4pp |
| Employer contribution / active EE | $367 | $4,647-92.1% | $4,425-91.7% | $4,248-91.4% |
| Participant deferral / active EE | $5,050 | $8,044-37.2% | $7,759-34.9% | $6,531-22.7% |
| Admin fee / account holder | $2,831 | $14,755-80.8% | $13,620-79.2% | $14,480-80.5% |