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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 | $228,760 | $159,978+43.0% | $147,041+55.6% | $145,978+56.7% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 11.68% | 98.36%-86.7pp | 419.21%-407.5pp | 550.52%-538.8pp |
| Employer contribution / active EE | $828 | $5,288-84.3% | $4,935-83.2% | $4,662-82.2% |
| Participant deferral / active EE | $6,024 | $8,429-28.5% | $8,071-25.4% | $6,690-9.9% |
| Admin fee / account holder | $2,071 | $15,053-86.2% | $13,006-84.1% | $13,400-84.5% |