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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 | $231,712 | $217,432+6.6% | $185,849+24.7% | $167,536+38.3% |
| Participation rate | 10.0% | 86.1%-76.1pp | 81.7%-71.7pp | 82.1%-72.1pp |
| Annual return | 9.05% | 148.42%-139.4pp | 122.10%-113.0pp | 478.82%-469.8pp |
| Employer contribution / active EE | $1,151 | $5,875-80.4% | $5,169-77.7% | $4,839-76.2% |
| Participant deferral / active EE | $2,660 | $6,357-58.2% | $5,569-52.2% | $6,342-58.1% |
| Admin fee / account holder | $2,152 | $19,818-89.1% | $16,244-86.8% | $12,315-82.5% |