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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 | $196,749 | $175,259+12.3% | $149,723+31.4% | $139,487+41.1% |
| Participation rate | 15.4% | 83.4%-68.0pp | 78.8%-63.4pp | 80.3%-65.0pp |
| Annual return | 19.91% | 166.82%-146.9pp | 134.50%-114.6pp | 373.84%-353.9pp |
| Employer contribution / active EE | $575 | $5,478-89.5% | $4,821-88.1% | $4,755-87.9% |
| Participant deferral / active EE | $2,875 | $6,522-55.9% | $5,682-49.4% | $6,713-57.2% |
| Admin fee / account holder | $643 | $16,158-96.0% | $13,215-95.1% | $11,407-94.4% |