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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 | $211,787 | $168,626+25.6% | $133,698+58.4% | $145,897+45.2% |
| Participation rate | 69.2% | 80.4%-11.2pp | 76.4%-7.2pp | 80.3%-11.1pp |
| Annual return | 12.69% | 1168.99%-1156.3pp | 580.90%-568.2pp | 552.29%-539.6pp |
| Employer contribution / active EE | $494 | $5,290-90.7% | $4,218-88.3% | $4,663-89.4% |
| Participant deferral / active EE | $11,641 | $8,688+34.0% | $7,016+65.9% | $6,689+74.0% |
| Admin fee / account holder | $7,639 | $9,638-20.7% | $6,703+14.0% | $13,390-43.0% |