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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 | $208,507 | $183,539+13.6% | $155,556+34.0% | $145,897+42.9% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 9.80% | 61.31%-51.5pp | 64.84%-55.0pp | 552.29%-542.5pp |
| Employer contribution / active EE | $1,018 | $5,315-80.9% | $4,675-78.2% | $4,663-78.2% |
| Participant deferral / active EE | $3,938 | $6,467-39.1% | $5,631-30.1% | $6,689-41.1% |
| Admin fee / account holder | $5,233 | $19,275-72.8% | $15,885-67.1% | $13,390-60.9% |