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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 | $177,073 | $183,592-3.6% | $155,574+13.8% | $145,877+21.4% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 11.05% | 61.37%-50.3pp | 64.87%-53.8pp | 551.28%-540.2pp |
| Employer contribution / active EE | $170 | $5,317-96.8% | $4,676-96.4% | $4,663-96.4% |
| Participant deferral / active EE | $5,367 | $6,466-17.0% | $5,629-4.7% | $6,691-19.8% |
| Admin fee / account holder | $903 | $19,316-95.3% | $15,914-94.3% | $13,402-93.3% |