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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 | $249,949 | $160,070+56.1% | $147,117+69.9% | $145,897+71.3% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 13.32% | 98.69%-85.4pp | 420.54%-407.2pp | 552.29%-539.0pp |
| Employer contribution / active EE | $606 | $5,285-88.5% | $4,932-87.7% | $4,663-87.0% |
| Participant deferral / active EE | $7,159 | $8,419-15.0% | $8,065-11.2% | $6,689+7.0% |
| Admin fee / account holder | $1,517 | $15,035-89.9% | $12,993-88.3% | $13,390-88.7% |