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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 | $219,632 | $209,405+4.9% | $178,486+23.1% | $158,931+38.2% |
| Participation rate | 40.0% | 86.4%-46.4pp | 81.9%-41.9pp | 82.0%-42.0pp |
| Annual return | 11.49% | 188.77%-177.3pp | 151.08%-139.6pp | 302.86%-291.4pp |
| Employer contribution / active EE | $842 | $5,707-85.2% | $5,011-83.2% | $4,761-82.3% |
| Participant deferral / active EE | $2,382 | $5,954-60.0% | $5,202-54.2% | $5,982-60.2% |
| Admin fee / account holder | $136,803 | $17,076+701.2% | $13,985+878.2% | $11,247+1116.4% |