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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 | $244,405 | $160,028+52.7% | $147,080+66.2% | $145,884+67.5% |
| Participation rate | 31.3% | 84.0%-52.8pp | 82.2%-50.9pp | 80.3%-49.1pp |
| Annual return | 17.92% | 98.60%-80.7pp | 420.17%-402.3pp | 551.85%-533.9pp |
| Employer contribution / active EE | $1,010 | $5,286-80.9% | $4,933-79.5% | $4,662-78.3% |
| Participant deferral / active EE | $5,122 | $8,422-39.2% | $8,066-36.5% | $6,690-23.4% |
| Admin fee / account holder | $18,467 | $15,030+22.9% | $12,989+42.2% | $13,392+37.9% |