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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 | $208,681 | $160,040+30.4% | $147,096+41.9% | $145,877+43.1% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 19.41% | 98.49%-79.1pp | 419.75%-400.3pp | 551.28%-531.9pp |
| Employer contribution / active EE | $951 | $5,289-82.0% | $4,936-80.7% | $4,663-79.6% |
| Participant deferral / active EE | $10,962 | $8,429+30.0% | $8,071+35.8% | $6,691+63.8% |
| Admin fee / account holder | $1,116 | $15,050-92.6% | $13,005-91.4% | $13,402-91.7% |