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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 | $198,988 | $165,381+20.3% | $149,730+32.9% | $158,966+25.2% |
| Participation rate | 45.5% | 84.6%-39.1pp | 82.5%-37.0pp | 82.0%-36.5pp |
| Annual return | 14.78% | 348.29%-333.5pp | 276.70%-261.9pp | 302.95%-288.2pp |
| Employer contribution / active EE | $667 | $5,104-86.9% | $4,645-85.6% | $4,762-86.0% |
| Participant deferral / active EE | $2,913 | $7,182-59.4% | $6,843-57.4% | $5,983-51.3% |
| Admin fee / account holder | $28,920 | $10,809+167.5% | $9,310+210.6% | $11,250+157.1% |