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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 | $210,220 | $178,174+18.0% | $156,181+34.6% | $137,256+53.2% |
| Participation rate | 27.8% | 82.0%-54.3pp | 78.8%-51.1pp | 80.0%-52.2pp |
| Annual return | 14.94% | 84.19%-69.2pp | 64.87%-49.9pp | 220.34%-205.4pp |
| Employer contribution / active EE | $419 | $4,972-91.6% | $4,294-90.2% | $4,156-89.9% |
| Participant deferral / active EE | $2,754 | $6,888-60.0% | $6,132-55.1% | $6,407-57.0% |
| Admin fee / account holder | $2,607 | $17,404-85.0% | $14,586-82.1% | $12,270-78.8% |