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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 | $221,176 | $175,231+26.2% | $149,696+47.7% | $139,466+58.6% |
| Participation rate | 20.0% | 83.4%-63.4pp | 78.8%-58.8pp | 80.3%-60.3pp |
| Annual return | 21.86% | 166.77%-144.9pp | 134.46%-112.6pp | 373.66%-351.8pp |
| Employer contribution / active EE | $624 | $5,478-88.6% | $4,821-87.1% | $4,754-86.9% |
| Participant deferral / active EE | $4,980 | $6,521-23.6% | $5,682-12.4% | $6,712-25.8% |
| Admin fee / account holder | $3,807 | $16,155-76.4% | $13,212-71.2% | $11,409-66.6% |