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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 | $187,156 | $160,070+16.9% | $147,117+27.2% | $145,897+28.3% |
| Participation rate | 41.7% | 84.0%-42.4pp | 82.2%-40.5pp | 80.3%-38.6pp |
| Annual return | 13.89% | 98.69%-84.8pp | 420.54%-406.7pp | 552.29%-538.4pp |
| Employer contribution / active EE | $738 | $5,285-86.0% | $4,932-85.0% | $4,663-84.2% |
| Participant deferral / active EE | $4,803 | $8,419-43.0% | $8,065-40.4% | $6,689-28.2% |
| Admin fee / account holder | $1,240 | $15,035-91.8% | $12,993-90.5% | $13,390-90.7% |