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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 | $193,307 | $183,516+5.3% | $155,534+24.3% | $145,884+32.5% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 25.55% | 61.43%-35.9pp | 64.92%-39.4pp | 551.85%-526.3pp |
| Employer contribution / active EE | $947 | $5,315-82.2% | $4,675-79.7% | $4,662-79.7% |
| Participant deferral / active EE | $5,750 | $6,467-11.1% | $5,630+2.1% | $6,690-14.0% |
| Admin fee / account holder | $1,602 | $19,293-91.7% | $15,900-89.9% | $13,392-88.0% |