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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 | $198,711 | $184,000+8.0% | $162,185+22.5% | $152,909+30.0% |
| Participation rate | 60.0% | 88.5%-28.5pp | 87.6%-27.6pp | 82.5%-22.5pp |
| Annual return | 20.95% | 150.80%-129.8pp | 115.61%-94.7pp | 345.46%-324.5pp |
| Employer contribution / active EE | $1,328 | $6,370-79.1% | $5,613-76.3% | $4,764-72.1% |
| Participant deferral / active EE | $7,566 | $8,033-5.8% | $7,297+3.7% | $5,851+29.3% |
| Admin fee / account holder | $304 | $13,124-97.7% | $10,844-97.2% | $11,601-97.4% |