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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 | $189,435 | $169,361+11.9% | $129,397+46.4% | $145,877+29.9% |
| Participation rate | 30.4% | 76.5%-46.0pp | 69.6%-39.2pp | 80.3%-49.9pp |
| Annual return | 16.06% | 14395.54%-14379.5pp | 9453.98%-9437.9pp | 551.28%-535.2pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,154-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,734 | $4,987-25.1% | $4,167-10.4% | $6,691-44.2% |
| Admin fee / account holder | $14,583 | $9,903+47.3% | $7,679+89.9% | $13,402+8.8% |