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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 | $203,982 | $154,228+32.3% | $145,433+40.3% | $137,256+48.6% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 20.05% | 74.59%-54.5pp | 66.58%-46.5pp | 220.34%-200.3pp |
| Employer contribution / active EE | $738 | $4,804-84.6% | $4,554-83.8% | $4,156-82.2% |
| Participant deferral / active EE | $22,048 | $8,216+168.3% | $7,897+179.2% | $6,407+244.1% |
| Admin fee / account holder | $15,573 | $14,344+8.6% | $13,129+18.6% | $12,270+26.9% |