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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 | $172,874 | $168,635+2.5% | $147,617+17.1% | $125,389+37.9% |
| Participation rate | 42.1% | 88.8%-46.7pp | 84.6%-42.5pp | 83.2%-41.1pp |
| Annual return | 4.43% | 77.65%-73.2pp | 61.98%-57.5pp | 282.24%-277.8pp |
| Employer contribution / active EE | $768 | $6,252-87.7% | $5,564-86.2% | $4,866-84.2% |
| Participant deferral / active EE | $3,640 | $5,507-33.9% | $4,895-25.7% | $5,352-32.0% |
| Admin fee / account holder | $1,314 | $13,580-90.3% | $11,612-88.7% | $9,541-86.2% |