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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 | $215,507 | $176,077+22.4% | $159,455+35.2% | $167,518+28.6% |
| Participation rate | 57.1% | 84.9%-27.8pp | 82.8%-25.7pp | 82.1%-25.0pp |
| Annual return | 17.10% | 331.83%-314.7pp | 263.63%-246.5pp | 478.71%-461.6pp |
| Employer contribution / active EE | $928 | $5,298-82.5% | $4,830-80.8% | $4,838-80.8% |
| Participant deferral / active EE | $9,145 | $7,751+18.0% | $7,353+24.4% | $6,342+44.2% |
| Admin fee / account holder | $3,498 | $12,556-72.1% | $10,800-67.6% | $12,312-71.6% |