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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 | $207,576 | $202,342+2.6% | $172,752+20.2% | $152,897+35.8% |
| Participation rate | 25.0% | 87.1%-62.1pp | 82.6%-57.6pp | 82.5%-57.5pp |
| Annual return | 15.44% | 1029.83%-1014.4pp | 802.97%-787.5pp | 345.43%-330.0pp |
| Employer contribution / active EE | $0 | $5,858-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,050 | $5,948-48.7% | $5,198-41.3% | $5,851-47.9% |
| Admin fee / account holder | $4,513 | $17,111-73.6% | $13,955-67.7% | $11,599-61.1% |