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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 | $241,883 | $212,386+13.9% | $199,883+21.0% | $138,895+74.1% |
| Participation rate | 57.1% | 87.4%-30.2pp | 86.8%-29.6pp | 79.9%-22.8pp |
| Annual return | 19.20% | 47.75%-28.6pp | 43.81%-24.6pp | 145.39%-126.2pp |
| Employer contribution / active EE | $721 | $6,625-89.1% | $6,261-88.5% | $4,194-82.8% |
| Participant deferral / active EE | $5,739 | $9,617-40.3% | $9,138-37.2% | $6,396-10.3% |
| Admin fee / account holder | $34,590 | $18,233+89.7% | $17,268+100.3% | $12,562+175.3% |