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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 | $226,376 | $183,516+23.4% | $155,534+45.5% | $145,884+55.2% |
| Participation rate | 12.5% | 82.7%-70.2pp | 78.2%-65.7pp | 80.3%-67.8pp |
| Annual return | 13.03% | 61.43%-48.4pp | 64.92%-51.9pp | 551.85%-538.8pp |
| Employer contribution / active EE | $235 | $5,315-95.6% | $4,675-95.0% | $4,662-95.0% |
| Participant deferral / active EE | $2,813 | $6,467-56.5% | $5,630-50.0% | $6,690-58.0% |
| Admin fee / account holder | $1,005 | $19,293-94.8% | $15,900-93.7% | $13,392-92.5% |