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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 | $223,376 | $175,231+27.5% | $149,696+49.2% | $139,466+60.2% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 15.52% | 166.77%-151.3pp | 134.46%-118.9pp | 373.66%-358.1pp |
| Employer contribution / active EE | $1,068 | $5,478-80.5% | $4,821-77.8% | $4,754-77.5% |
| Participant deferral / active EE | $10,856 | $6,521+66.5% | $5,682+91.1% | $6,712+61.7% |
| Admin fee / account holder | $1,855 | $16,155-88.5% | $13,212-86.0% | $11,409-83.7% |