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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 | $222,211 | $183,988+20.8% | $162,177+37.0% | $152,897+45.3% |
| Participation rate | 58.3% | 88.5%-30.2pp | 87.6%-29.2pp | 82.5%-24.1pp |
| Annual return | 21.52% | 150.79%-129.3pp | 115.60%-94.1pp | 345.43%-323.9pp |
| Employer contribution / active EE | $640 | $6,370-89.9% | $5,613-88.6% | $4,764-86.6% |
| Participant deferral / active EE | $9,722 | $8,032+21.0% | $7,297+33.2% | $5,851+66.2% |
| Admin fee / account holder | $29,163 | $13,123+122.2% | $10,843+168.9% | $11,599+151.4% |