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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 | $174,342 | $124,175+40.4% | $108,405+60.8% | $167,536+4.1% |
| Participation rate | 58.3% | 82.3%-24.0pp | 80.1%-21.8pp | 82.1%-23.8pp |
| Annual return | 18.30% | 1380.13%-1361.8pp | 905.55%-887.2pp | 478.82%-460.5pp |
| Employer contribution / active EE | $473 | $4,188-88.7% | $3,559-86.7% | $4,839-90.2% |
| Participant deferral / active EE | $4,736 | $6,908-31.5% | $6,563-27.8% | $6,342-25.3% |
| Admin fee / account holder | $535 | $9,457-94.3% | $7,297-92.7% | $12,315-95.7% |