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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 | $193,034 | $175,259+10.1% | $149,723+28.9% | $139,487+38.4% |
| Participation rate | 65.0% | 83.4%-18.4pp | 78.8%-13.8pp | 80.3%-15.3pp |
| Annual return | 13.63% | 166.82%-153.2pp | 134.50%-120.9pp | 373.84%-360.2pp |
| Employer contribution / active EE | $1,076 | $5,478-80.4% | $4,821-77.7% | $4,755-77.4% |
| Participant deferral / active EE | $3,999 | $6,522-38.7% | $5,682-29.6% | $6,713-40.4% |
| Admin fee / account holder | $1,197 | $16,158-92.6% | $13,215-90.9% | $11,407-89.5% |