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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 | $162,787 | $171,492-5.1% | $150,734+8.0% | $198,609-18.0% |
| Participation rate | 9.1% | 81.4%-72.3pp | 78.4%-69.4pp | 82.4%-73.3pp |
| Annual return | 14.04% | 804.70%-790.7pp | 600.81%-586.8pp | 202.70%-188.7pp |
| Employer contribution / active EE | $1,346 | $5,470-75.4% | $4,918-72.6% | $5,055-73.4% |
| Participant deferral / active EE | $7,148 | $6,259+14.2% | $5,610+27.4% | $6,977+2.5% |
| Admin fee / account holder | $29,189 | $17,628+65.6% | $14,905+95.8% | $19,030+53.4% |