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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 | $216,023 | $209,425+3.2% | $178,499+21.0% | $158,966+35.9% |
| Participation rate | 61.5% | 86.4%-24.8pp | 81.9%-20.4pp | 82.0%-20.4pp |
| Annual return | 17.16% | 188.80%-171.6pp | 151.10%-133.9pp | 302.95%-285.8pp |
| Employer contribution / active EE | $1,101 | $5,707-80.7% | $5,011-78.0% | $4,762-76.9% |
| Participant deferral / active EE | $7,205 | $5,955+21.0% | $5,202+38.5% | $5,983+20.4% |
| Admin fee / account holder | $1,709 | $17,078-90.0% | $13,986-87.8% | $11,250-84.8% |