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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 | $206,507 | $209,422-1.4% | $178,503+15.7% | $158,982+29.9% |
| Participation rate | 44.4% | 86.4%-41.9pp | 81.9%-37.5pp | 82.0%-37.5pp |
| Annual return | 9.34% | 188.81%-179.5pp | 151.12%-141.8pp | 302.99%-293.7pp |
| Employer contribution / active EE | $1,141 | $5,707-80.0% | $5,011-77.2% | $4,763-76.0% |
| Participant deferral / active EE | $4,254 | $5,955-28.6% | $5,202-18.2% | $5,983-28.9% |
| Admin fee / account holder | $477 | $17,079-97.2% | $13,987-96.6% | $11,252-95.8% |