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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 | $176,383 | $166,089+6.2% | $164,928+6.9% | $145,978+20.8% |
| Participation rate | 36.4% | 82.0%-45.6pp | 78.6%-42.3pp | 80.3%-43.9pp |
| Annual return | 14.55% | 100.26%-85.7pp | 70.08%-55.5pp | 550.52%-536.0pp |
| Employer contribution / active EE | $988 | $5,276-81.3% | $4,343-77.3% | $4,662-78.8% |
| Participant deferral / active EE | $5,438 | $6,961-21.9% | $6,034-9.9% | $6,690-18.7% |
| Admin fee / account holder | $785 | $16,641-95.3% | $12,684-93.8% | $13,400-94.1% |