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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 | $231,699 | $209,847+10.4% | $189,520+22.3% | $167,518+38.3% |
| Participation rate | 66.7% | 88.7%-22.0pp | 87.8%-21.1pp | 82.1%-15.4pp |
| Annual return | 18.38% | 748.45%-730.1pp | 555.25%-536.9pp | 478.71%-460.3pp |
| Employer contribution / active EE | $1,081 | $6,913-84.4% | $6,161-82.4% | $4,838-77.7% |
| Participant deferral / active EE | $14,490 | $8,934+62.2% | $8,220+76.3% | $6,342+128.5% |
| Admin fee / account holder | $1,104 | $14,295-92.3% | $12,046-90.8% | $12,312-91.0% |