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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 | $183,839 | $111,535+64.8% | $105,223+74.7% | $137,256+33.9% |
| Participation rate | 57.1% | 78.1%-20.9pp | 75.0%-17.9pp | 80.0%-22.8pp |
| Annual return | 12.75% | 237.85%-225.1pp | 180.65%-167.9pp | 220.34%-207.6pp |
| Employer contribution / active EE | -$7,623 | $3,939-293.5% | $3,689-306.7% | $4,156-283.4% |
| Participant deferral / active EE | $8,552 | $5,500+55.5% | $5,072+68.6% | $6,407+33.5% |
| Admin fee / account holder | $15,354 | $9,721+57.9% | $8,859+73.3% | $12,270+25.1% |