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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 | $224,297 | $177,353+26.5% | $158,226+41.8% | $198,609+12.9% |
| Participation rate | 33.3% | 77.0%-43.7pp | 74.8%-41.5pp | 82.4%-49.0pp |
| Annual return | 31.77% | 599.50%-567.7pp | 501.41%-469.6pp | 202.70%-170.9pp |
| Employer contribution / active EE | $351 | $3,239-89.2% | $2,986-88.2% | $5,055-93.1% |
| Participant deferral / active EE | $1,282 | $4,615-72.2% | $4,317-70.3% | $6,977-81.6% |
| Admin fee / account holder | $2,381 | $10,960-78.3% | $10,217-76.7% | $19,030-87.5% |