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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 | $232,345 | $197,637+17.6% | $177,848+30.6% | $158,982+46.1% |
| Participation rate | 57.1% | 88.5%-31.4pp | 87.7%-30.6pp | 82.0%-24.8pp |
| Annual return | 11.28% | 58.77%-47.5pp | 48.33%-37.0pp | 302.99%-291.7pp |
| Employer contribution / active EE | $1,164 | $6,698-82.6% | $5,919-80.3% | $4,763-75.6% |
| Participant deferral / active EE | $7,295 | $8,405-13.2% | $7,714-5.4% | $5,983+21.9% |
| Admin fee / account holder | $45,602 | $15,406+196.0% | $12,431+266.8% | $11,252+305.3% |