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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 | $193,347 | $209,425-7.7% | $178,499+8.3% | $158,966+21.6% |
| Participation rate | 57.1% | 86.4%-29.2pp | 81.9%-24.8pp | 82.0%-24.8pp |
| Annual return | 12.33% | 188.80%-176.5pp | 151.10%-138.8pp | 302.95%-290.6pp |
| Employer contribution / active EE | $510 | $5,707-91.1% | $5,011-89.8% | $4,762-89.3% |
| Participant deferral / active EE | $6,721 | $5,955+12.9% | $5,202+29.2% | $5,983+12.3% |
| Admin fee / account holder | $14,719 | $17,078-13.8% | $13,986+5.2% | $11,250+30.8% |