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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 | $217,825 | $209,422+4.0% | $178,503+22.0% | $158,982+37.0% |
| Participation rate | 25.0% | 86.4%-61.4pp | 81.9%-56.9pp | 82.0%-57.0pp |
| Annual return | 10.22% | 188.81%-178.6pp | 151.12%-140.9pp | 302.99%-292.8pp |
| Employer contribution / active EE | $498 | $5,707-91.3% | $5,011-90.1% | $4,763-89.5% |
| Participant deferral / active EE | $2,875 | $5,955-51.7% | $5,202-44.7% | $5,983-52.0% |
| Admin fee / account holder | $1,802 | $17,079-89.4% | $13,987-87.1% | $11,252-84.0% |