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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 | $194,607 | $148,582+31.0% | $135,942+43.2% | $139,456+39.5% |
| Participation rate | 60.0% | 83.9%-23.9pp | 81.9%-21.9pp | 80.3%-20.3pp |
| Annual return | 17.62% | 79.26%-61.6pp | 68.28%-50.7pp | 373.45%-355.8pp |
| Employer contribution / active EE | $854 | $5,245-83.7% | $4,858-82.4% | $4,753-82.0% |
| Participant deferral / active EE | $5,601 | $8,101-30.9% | $7,759-27.8% | $6,711-16.6% |
| Admin fee / account holder | $1,661 | $12,402-86.6% | $10,764-84.6% | $11,407-85.4% |