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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 | $150,346+31.5% | $120,524+64.0% | $145,877+35.5% |
| Participation rate | 14.3% | 78.8%-64.5pp | 71.9%-57.6pp | 80.3%-66.0pp |
| Annual return | 10.97% | 154.40%-143.4pp | 107.36%-96.4pp | 551.28%-540.3pp |
| Employer contribution / active EE | $820 | $4,353-81.2% | $3,469-76.4% | $4,663-82.4% |
| Participant deferral / active EE | $2,672 | $6,172-56.7% | $4,994-46.5% | $6,691-60.1% |
| Admin fee / account holder | $13,436 | $12,215+10.0% | $9,440+42.3% | $13,402+0.3% |