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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 | $221,446 | $183,539+20.7% | $155,556+42.4% | $145,897+51.8% |
| Participation rate | 20.0% | 82.7%-62.7pp | 78.2%-58.2pp | 80.3%-60.3pp |
| Annual return | 10.28% | 61.31%-51.0pp | 64.84%-54.6pp | 552.29%-542.0pp |
| Employer contribution / active EE | $785 | $5,315-85.2% | $4,675-83.2% | $4,663-83.2% |
| Participant deferral / active EE | $2,289 | $6,467-64.6% | $5,631-59.3% | $6,689-65.8% |
| Admin fee / account holder | $1,008 | $19,275-94.8% | $15,885-93.7% | $13,390-92.5% |