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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 | $224,368 | $157,304+42.6% | $141,197+58.9% | $152,909+46.7% |
| Participation rate | 64.7% | 84.8%-20.1pp | 82.5%-17.8pp | 82.5%-17.7pp |
| Annual return | 16.16% | 64.34%-48.2pp | 71.41%-55.2pp | 345.46%-329.3pp |
| Employer contribution / active EE | $730 | $5,263-86.1% | $4,736-84.6% | $4,764-84.7% |
| Participant deferral / active EE | $7,302 | $7,111+2.7% | $6,710+8.8% | $5,851+24.8% |
| Admin fee / account holder | $14,632 | $12,126+20.7% | $10,265+42.5% | $11,601+26.1% |