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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 | $230,149 | $175,231+31.3% | $149,696+53.7% | $139,466+65.0% |
| Participation rate | 36.4% | 83.4%-47.0pp | 78.8%-42.4pp | 80.3%-44.0pp |
| Annual return | 14.25% | 166.77%-152.5pp | 134.46%-120.2pp | 373.66%-359.4pp |
| Employer contribution / active EE | $504 | $5,478-90.8% | $4,821-89.5% | $4,754-89.4% |
| Participant deferral / active EE | $5,582 | $6,521-14.4% | $5,682-1.8% | $6,712-16.8% |
| Admin fee / account holder | $1,153 | $16,155-92.9% | $13,212-91.3% | $11,409-89.9% |