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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 | $181,739 | $112,121+62.1% | $95,960+89.4% | $158,966+14.3% |
| Participation rate | 57.1% | 79.0%-21.8pp | 77.1%-19.9pp | 82.0%-24.8pp |
| Annual return | 29.55% | 171.16%-141.6pp | 91.63%-62.1pp | 302.95%-273.4pp |
| Employer contribution / active EE | $604 | $3,199-81.1% | $2,541-76.2% | $4,762-87.3% |
| Participant deferral / active EE | $1,596 | $4,784-66.6% | $4,167-61.7% | $5,983-73.3% |
| Admin fee / account holder | $8,389 | $10,135-17.2% | $6,797+23.4% | $11,250-25.4% |