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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 | $197,666 | $150,412+31.4% | $120,574+63.9% | $145,884+35.5% |
| Participation rate | 14.3% | 78.8%-64.5pp | 71.9%-57.7pp | 80.3%-66.0pp |
| Annual return | 10.97% | 154.50%-143.5pp | 107.42%-96.5pp | 551.85%-540.9pp |
| Employer contribution / active EE | $820 | $4,355-81.2% | $3,471-76.4% | $4,662-82.4% |
| Participant deferral / active EE | $2,672 | $6,175-56.7% | $4,996-46.5% | $6,690-60.1% |
| Admin fee / account holder | $13,436 | $12,224+9.9% | $9,445+42.3% | $13,392+0.3% |