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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 | $227,704 | $165,381+37.7% | $149,730+52.1% | $158,966+43.2% |
| Participation rate | 45.8% | 84.6%-38.7pp | 82.5%-36.6pp | 82.0%-36.1pp |
| Annual return | 15.01% | 348.29%-333.3pp | 276.70%-261.7pp | 302.95%-287.9pp |
| Employer contribution / active EE | $680 | $5,104-86.7% | $4,645-85.4% | $4,762-85.7% |
| Participant deferral / active EE | $5,700 | $7,182-20.6% | $6,843-16.7% | $5,983-4.7% |
| Admin fee / account holder | $34,471 | $10,809+218.9% | $9,310+270.2% | $11,250+206.4% |