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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 | $166,212 | $160,070+3.8% | $147,117+13.0% | $145,897+13.9% |
| Participation rate | 69.2% | 84.0%-14.8pp | 82.2%-13.0pp | 80.3%-11.1pp |
| Annual return | 10.78% | 98.69%-87.9pp | 420.54%-409.8pp | 552.29%-541.5pp |
| Employer contribution / active EE | $970 | $5,285-81.6% | $4,932-80.3% | $4,663-79.2% |
| Participant deferral / active EE | $7,185 | $8,419-14.7% | $8,065-10.9% | $6,689+7.4% |
| Admin fee / account holder | $14,691 | $15,035-2.3% | $12,993+13.1% | $13,390+9.7% |