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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 | $197,566 | $175,257+12.7% | $149,717+32.0% | $139,456+41.7% |
| Participation rate | 0.0% | 83.4%-83.4pp | 78.8%-78.8pp | 80.3%-80.3pp |
| Annual return | 11.23% | 166.70%-155.5pp | 134.41%-123.2pp | 373.45%-362.2pp |
| Employer contribution / active EE | $1,054 | $5,477-80.8% | $4,820-78.1% | $4,753-77.8% |
| Participant deferral / active EE | $2,114 | $6,521-67.6% | $5,682-62.8% | $6,711-68.5% |
| Admin fee / account holder | $12,056 | $16,156-25.4% | $13,213-8.8% | $11,407+5.7% |