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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 | $183,627-3.7% | $155,602+13.7% | $145,978+21.2% |
| Participation rate | 62.5% | 82.7%-20.2pp | 78.2%-15.7pp | 80.3%-17.8pp |
| Annual return | 16.27% | 61.32%-45.0pp | 64.81%-48.5pp | 550.52%-534.2pp |
| Employer contribution / active EE | $598 | $5,316-88.7% | $4,675-87.2% | $4,662-87.2% |
| Participant deferral / active EE | $2,360 | $6,466-63.5% | $5,629-58.1% | $6,690-64.7% |
| Admin fee / account holder | $3,096 | $19,327-84.0% | $15,923-80.6% | $13,400-76.9% |