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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 | $228,629 | $105,145+117.4% | $94,664+141.5% | $139,466+63.9% |
| Participation rate | 69.6% | 82.4%-12.8pp | 80.8%-11.3pp | 80.3%-10.8pp |
| Annual return | 21.14% | 38.09%-16.9pp | 156.84%-135.7pp | 373.66%-352.5pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,673-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $9,941 | $7,599+30.8% | $7,417+34.0% | $6,712+48.1% |
| Admin fee / account holder | $13,104 | $8,972+46.1% | $7,222+81.5% | $11,409+14.9% |