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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 | $248,808 | $165,381+50.4% | $149,730+66.2% | $158,966+56.5% |
| Participation rate | 53.3% | 84.6%-31.2pp | 82.5%-29.1pp | 82.0%-28.6pp |
| Annual return | 14.15% | 348.29%-334.1pp | 276.70%-262.5pp | 302.95%-288.8pp |
| Employer contribution / active EE | $500 | $5,104-90.2% | $4,645-89.2% | $4,762-89.5% |
| Participant deferral / active EE | $7,156 | $7,182-0.4% | $6,843+4.6% | $5,983+19.6% |
| Admin fee / account holder | $2,256 | $10,809-79.1% | $9,310-75.8% | $11,250-79.9% |