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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 | $227,455 | $198,457+14.6% | $170,435+33.5% | $147,586+54.1% |
| Participation rate | 50.0% | 88.0%-38.0pp | 83.6%-33.6pp | 82.8%-32.8pp |
| Annual return | 9.60% | 257.30%-247.7pp | 205.94%-196.3pp | 578.59%-569.0pp |
| Employer contribution / active EE | $937 | $6,183-84.9% | $5,432-82.8% | $4,876-80.8% |
| Participant deferral / active EE | $6,281 | $5,629+11.6% | $4,939+27.1% | $5,439+15.5% |
| Admin fee / account holder | $4,681 | $16,852-72.2% | $13,881-66.3% | $10,886-57.0% |