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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 | $236,990 | $184,000+28.8% | $162,185+46.1% | $152,909+55.0% |
| Participation rate | 57.1% | 88.5%-31.4pp | 87.6%-30.4pp | 82.5%-25.3pp |
| Annual return | 22.02% | 150.80%-128.8pp | 115.61%-93.6pp | 345.46%-323.4pp |
| Employer contribution / active EE | $1,357 | $6,370-78.7% | $5,613-75.8% | $4,764-71.5% |
| Participant deferral / active EE | $7,352 | $8,033-8.5% | $7,297+0.7% | $5,851+25.6% |
| Admin fee / account holder | $364 | $13,124-97.2% | $10,844-96.6% | $11,601-96.9% |