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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 | $165,637 | $125,184+32.3% | $105,607+56.8% | $145,884+13.5% |
| Participation rate | 68.8% | 77.6%-8.9pp | 75.3%-6.5pp | 80.3%-11.6pp |
| Annual return | 15.73% | 225.00%-209.3pp | 116.11%-100.4pp | 551.85%-536.1pp |
| Employer contribution / active EE | $617 | $3,720-83.4% | $3,167-80.5% | $4,662-86.8% |
| Participant deferral / active EE | $10,084 | $5,714+76.5% | $5,011+101.2% | $6,690+50.7% |
| Admin fee / account holder | $23,957 | $17,133+39.8% | $10,958+118.6% | $13,392+78.9% |