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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 | $210,820 | $175,231+20.3% | $149,696+40.8% | $139,466+51.2% |
| Participation rate | 36.4% | 83.4%-47.0pp | 78.8%-42.4pp | 80.3%-44.0pp |
| Annual return | 17.86% | 166.77%-148.9pp | 134.46%-116.6pp | 373.66%-355.8pp |
| Employer contribution / active EE | $622 | $5,478-88.6% | $4,821-87.1% | $4,754-86.9% |
| Participant deferral / active EE | $2,486 | $6,521-61.9% | $5,682-56.3% | $6,712-63.0% |
| Admin fee / account holder | $2,179 | $16,155-86.5% | $13,212-83.5% | $11,409-80.9% |