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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 | $170,176 | $154,228+10.3% | $145,433+17.0% | $137,256+24.0% |
| Participation rate | 61.5% | 83.8%-22.3pp | 82.1%-20.6pp | 80.0%-18.4pp |
| Annual return | 12.70% | 74.59%-61.9pp | 66.58%-53.9pp | 220.34%-207.6pp |
| Employer contribution / active EE | $477 | $4,804-90.1% | $4,554-89.5% | $4,156-88.5% |
| Participant deferral / active EE | $4,993 | $8,216-39.2% | $7,897-36.8% | $6,407-22.1% |
| Admin fee / account holder | $2,582 | $14,344-82.0% | $13,129-80.3% | $12,270-79.0% |