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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 | $194,653 | $198,457-1.9% | $170,435+14.2% | $147,586+31.9% |
| Participation rate | 61.5% | 88.0%-26.4pp | 83.6%-22.1pp | 82.8%-21.3pp |
| Annual return | 14.09% | 257.30%-243.2pp | 205.94%-191.9pp | 578.59%-564.5pp |
| Employer contribution / active EE | $0 | $6,183-100.0% | $5,432-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,118 | $5,629-26.8% | $4,939-16.6% | $5,439-24.3% |
| Admin fee / account holder | $32,684 | $16,852+93.9% | $13,881+135.5% | $10,886+200.2% |