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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 | $194,462 | $160,040+21.5% | $147,096+32.2% | $145,877+33.3% |
| Participation rate | 13.6% | 84.0%-70.4pp | 82.2%-68.5pp | 80.3%-66.7pp |
| Annual return | 10.25% | 98.49%-88.2pp | 419.75%-409.5pp | 551.28%-541.0pp |
| Employer contribution / active EE | $870 | $5,289-83.6% | $4,936-82.4% | $4,663-81.3% |
| Participant deferral / active EE | $3,913 | $8,429-53.6% | $8,071-51.5% | $6,691-41.5% |
| Admin fee / account holder | $3,076 | $15,050-79.6% | $13,005-76.3% | $13,402-77.0% |