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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 | $128,700 | $114,119+12.8% | $107,187+20.1% | $138,895-7.3% |
| Participation rate | 41.2% | 78.1%-36.9pp | 75.0%-33.8pp | 79.9%-38.7pp |
| Annual return | 17.73% | 273.21%-255.5pp | 204.55%-186.8pp | 145.39%-127.7pp |
| Employer contribution / active EE | $617 | $4,059-84.8% | $3,782-83.7% | $4,194-85.3% |
| Participant deferral / active EE | $1,853 | $5,538-66.5% | $5,096-63.6% | $6,396-71.0% |
| Admin fee / account holder | $2,625 | $10,024-73.8% | $9,162-71.3% | $12,562-79.1% |