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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 | $213,406 | $171,867+24.2% | $149,721+42.5% | $147,586+44.6% |
| Participation rate | 66.7% | 88.2%-21.5pp | 87.1%-20.4pp | 82.8%-16.2pp |
| Annual return | 15.94% | 2113.36%-2097.4pp | 1501.67%-1485.7pp | 578.59%-562.7pp |
| Employer contribution / active EE | $1,080 | $6,275-82.8% | $5,444-80.2% | $4,876-77.9% |
| Participant deferral / active EE | $9,301 | $7,270+27.9% | $6,568+41.6% | $5,439+71.0% |
| Admin fee / account holder | $674 | $13,799-95.1% | $11,282-94.0% | $10,886-93.8% |