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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 | $199,683 | $183,516+8.8% | $155,534+28.4% | $145,884+36.9% |
| Participation rate | 44.4% | 82.7%-38.3pp | 78.2%-33.8pp | 80.3%-35.9pp |
| Annual return | 18.32% | 61.43%-43.1pp | 64.92%-46.6pp | 551.85%-533.5pp |
| Employer contribution / active EE | $758 | $5,315-85.7% | $4,675-83.8% | $4,662-83.7% |
| Participant deferral / active EE | $2,850 | $6,467-55.9% | $5,630-49.4% | $6,690-57.4% |
| Admin fee / account holder | $868 | $19,293-95.5% | $15,900-94.5% | $13,392-93.5% |