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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 | $223,024 | $183,978+21.2% | $162,171+37.5% | $152,885+45.9% |
| Participation rate | 33.3% | 88.5%-55.2pp | 87.6%-54.2pp | 82.5%-49.1pp |
| Annual return | 25.60% | 150.78%-125.2pp | 115.60%-90.0pp | 345.39%-319.8pp |
| Employer contribution / active EE | $1,353 | $6,370-78.8% | $5,613-75.9% | $4,763-71.6% |
| Participant deferral / active EE | $4,862 | $8,033-39.5% | $7,297-33.4% | $5,851-16.9% |
| Admin fee / account holder | $3,044 | $13,122-76.8% | $10,843-71.9% | $11,598-73.8% |