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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 | $150,878 | $134,817+11.9% | $123,973+21.7% | $155,188-2.8% |
| Participation rate | 61.5% | 79.4%-17.9pp | 76.7%-15.1pp | 80.8%-19.3pp |
| Annual return | 14.99% | 515.49%-500.5pp | 388.13%-373.1pp | 148.84%-133.8pp |
| Employer contribution / active EE | $867 | $4,425-80.4% | $4,126-79.0% | $4,248-79.6% |
| Participant deferral / active EE | $3,445 | $5,706-39.6% | $5,247-34.3% | $6,531-47.3% |
| Admin fee / account holder | $14,008 | $13,245+5.8% | $11,799+18.7% | $14,480-3.3% |