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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 | $190,806 | $175,259+8.9% | $149,723+27.4% | $139,487+36.8% |
| Participation rate | 35.7% | 83.4%-47.7pp | 78.8%-43.1pp | 80.3%-44.6pp |
| Annual return | 26.33% | 166.82%-140.5pp | 134.50%-108.2pp | 373.84%-347.5pp |
| Employer contribution / active EE | $1,074 | $5,478-80.4% | $4,821-77.7% | $4,755-77.4% |
| Participant deferral / active EE | $2,771 | $6,522-57.5% | $5,682-51.2% | $6,713-58.7% |
| Admin fee / account holder | $10,042 | $16,158-37.8% | $13,215-24.0% | $11,407-12.0% |