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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 | $204,761 | $180,749+13.3% | $160,784+27.4% | $137,256+49.2% |
| Participation rate | 4.3% | 80.0%-75.6pp | 77.0%-72.6pp | 80.0%-75.6pp |
| Annual return | 12.88% | 2234.46%-2221.6pp | 1803.92%-1791.0pp | 220.34%-207.5pp |
| Employer contribution / active EE | $135 | $4,155-96.7% | $3,733-96.4% | $4,156-96.7% |
| Participant deferral / active EE | $1,377 | $6,844-79.9% | $6,293-78.1% | $6,407-78.5% |
| Admin fee / account holder | $1,635 | $10,397-84.3% | $9,717-83.2% | $12,270-86.7% |