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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 | $172,530 | $209,425-17.6% | $178,499-3.3% | $158,966+8.5% |
| Participation rate | 66.7% | 86.4%-19.7pp | 81.9%-15.3pp | 82.0%-15.3pp |
| Annual return | 13.43% | 188.80%-175.4pp | 151.10%-137.7pp | 302.95%-289.5pp |
| Employer contribution / active EE | $1,104 | $5,707-80.7% | $5,011-78.0% | $4,762-76.8% |
| Participant deferral / active EE | $5,350 | $5,955-10.2% | $5,202+2.8% | $5,983-10.6% |
| Admin fee / account holder | $1,185 | $17,078-93.1% | $13,986-91.5% | $11,250-89.5% |