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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 | $193,155 | $159,978+20.7% | $147,041+31.4% | $145,978+32.3% |
| Participation rate | 36.4% | 84.0%-47.6pp | 82.2%-45.8pp | 80.3%-43.9pp |
| Annual return | 16.54% | 98.36%-81.8pp | 419.21%-402.7pp | 550.52%-534.0pp |
| Employer contribution / active EE | $530 | $5,288-90.0% | $4,935-89.3% | $4,662-88.6% |
| Participant deferral / active EE | $2,831 | $8,429-66.4% | $8,071-64.9% | $6,690-57.7% |
| Admin fee / account holder | $872 | $15,053-94.2% | $13,006-93.3% | $13,400-93.5% |