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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 | $203,861 | $209,428-2.7% | $178,498+14.2% | $158,950+28.3% |
| Participation rate | 53.8% | 86.4%-32.5pp | 81.9%-28.1pp | 82.0%-28.1pp |
| Annual return | 23.38% | 188.78%-165.4pp | 151.09%-127.7pp | 302.91%-279.5pp |
| Employer contribution / active EE | $1,144 | $5,707-80.0% | $5,011-77.2% | $4,762-76.0% |
| Participant deferral / active EE | $3,197 | $5,955-46.3% | $5,202-38.5% | $5,983-46.6% |
| Admin fee / account holder | $529 | $17,077-96.9% | $13,985-96.2% | $11,248-95.3% |