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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 | $218,303 | $197,625+10.5% | $177,840+22.8% | $158,966+37.3% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.7%-37.7pp | 82.0%-32.0pp |
| Annual return | 8.91% | 58.76%-49.9pp | 48.32%-39.4pp | 302.95%-294.0pp |
| Employer contribution / active EE | $1,000 | $6,698-85.1% | $5,919-83.1% | $4,762-79.0% |
| Participant deferral / active EE | $6,544 | $8,405-22.1% | $7,714-15.2% | $5,983+9.4% |
| Admin fee / account holder | $1,255 | $15,405-91.9% | $12,431-89.9% | $11,250-88.8% |