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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 | $212,305 | $180,749+17.5% | $160,784+32.0% | $137,256+54.7% |
| Participation rate | 36.4% | 80.0%-43.6pp | 77.0%-40.6pp | 80.0%-43.6pp |
| Annual return | 15.14% | 2234.46%-2219.3pp | 1803.92%-1788.8pp | 220.34%-205.2pp |
| Employer contribution / active EE | $129 | $4,155-96.9% | $3,733-96.5% | $4,156-96.9% |
| Participant deferral / active EE | $10,555 | $6,844+54.2% | $6,293+67.7% | $6,407+64.7% |
| Admin fee / account holder | $436 | $10,397-95.8% | $9,717-95.5% | $12,270-96.4% |