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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 | $209,106 | $209,428-0.2% | $178,498+17.1% | $158,950+31.6% |
| Participation rate | 25.0% | 86.4%-61.4pp | 81.9%-56.9pp | 82.0%-57.0pp |
| Annual return | 18.67% | 188.78%-170.1pp | 151.09%-132.4pp | 302.91%-284.2pp |
| Employer contribution / active EE | $900 | $5,707-84.2% | $5,011-82.0% | $4,762-81.1% |
| Participant deferral / active EE | $2,700 | $5,955-54.7% | $5,202-48.1% | $5,983-54.9% |
| Admin fee / account holder | $428 | $17,077-97.5% | $13,985-96.9% | $11,248-96.2% |