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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 | $248,461 | $202,345+22.8% | $172,755+43.8% | $152,885+62.5% |
| Participation rate | 40.0% | 87.1%-47.1pp | 82.6%-42.6pp | 82.5%-42.5pp |
| Annual return | 24.19% | 1029.77%-1005.6pp | 802.94%-778.7pp | 345.39%-321.2pp |
| Employer contribution / active EE | $448 | $5,858-92.4% | $5,144-91.3% | $4,763-90.6% |
| Participant deferral / active EE | $2,198 | $5,948-63.1% | $5,198-57.7% | $5,851-62.4% |
| Admin fee / account holder | $2,722 | $17,111-84.1% | $13,955-80.5% | $11,598-76.5% |