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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 | $152,910 | $115,796+32.1% | $101,264+51.0% | $158,950-3.8% |
| Participation rate | 25.0% | 79.4%-54.4pp | 75.8%-50.8pp | 82.0%-57.0pp |
| Annual return | 19.49% | 56.15%-36.7pp | 46.48%-27.0pp | 302.91%-283.4pp |
| Employer contribution / active EE | $745 | $4,175-82.2% | $3,660-79.6% | $4,762-84.4% |
| Participant deferral / active EE | $3,016 | $4,958-39.2% | $4,370-31.0% | $5,983-49.6% |
| Admin fee / account holder | $1,896 | $7,247-73.8% | $5,947-68.1% | $11,248-83.1% |