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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 | $173,303 | $172,111+0.7% | $150,298+15.3% | $137,256+26.3% |
| Participation rate | 18.8% | 81.7%-63.0pp | 77.8%-59.0pp | 80.0%-61.2pp |
| Annual return | 18.55% | 69.37%-50.8pp | 62.79%-44.2pp | 220.34%-201.8pp |
| Employer contribution / active EE | $531 | $4,636-88.6% | $4,154-87.2% | $4,156-87.2% |
| Participant deferral / active EE | $2,934 | $6,166-52.4% | $5,453-46.2% | $6,407-54.2% |
| Admin fee / account holder | $1,671 | $16,471-89.9% | $14,116-88.2% | $12,270-86.4% |