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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 | $176,889 | $183,516-3.6% | $155,534+13.7% | $145,884+21.3% |
| Participation rate | 62.5% | 82.7%-20.2pp | 78.2%-15.7pp | 80.3%-17.8pp |
| Annual return | 16.27% | 61.43%-45.2pp | 64.92%-48.6pp | 551.85%-535.6pp |
| Employer contribution / active EE | $598 | $5,315-88.7% | $4,675-87.2% | $4,662-87.2% |
| Participant deferral / active EE | $2,360 | $6,467-63.5% | $5,630-58.1% | $6,690-64.7% |
| Admin fee / account holder | $3,096 | $19,293-84.0% | $15,900-80.5% | $13,392-76.9% |