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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 | $221,811 | $176,077+26.0% | $159,455+39.1% | $167,518+32.4% |
| Participation rate | 36.4% | 84.9%-48.6pp | 82.8%-46.5pp | 82.1%-45.7pp |
| Annual return | 21.24% | 331.83%-310.6pp | 263.63%-242.4pp | 478.71%-457.5pp |
| Employer contribution / active EE | $378 | $5,298-92.9% | $4,830-92.2% | $4,838-92.2% |
| Participant deferral / active EE | $4,082 | $7,751-47.3% | $7,353-44.5% | $6,342-35.6% |
| Admin fee / account holder | $1,982 | $12,556-84.2% | $10,800-81.6% | $12,312-83.9% |