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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 | $246,939 | $217,432+13.6% | $185,851+32.9% | $167,553+47.4% |
| Participation rate | 66.7% | 86.1%-19.4pp | 81.7%-15.0pp | 82.1%-15.4pp |
| Annual return | 19.12% | 148.43%-129.3pp | 122.11%-103.0pp | 478.89%-459.8pp |
| Employer contribution / active EE | $1,012 | $5,874-82.8% | $5,168-80.4% | $4,840-79.1% |
| Participant deferral / active EE | $4,025 | $6,357-36.7% | $5,569-27.7% | $6,343-36.5% |
| Admin fee / account holder | $2,459 | $19,820-87.6% | $16,245-84.9% | $12,316-80.0% |