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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 | $242,403 | $202,342+19.8% | $172,752+40.3% | $152,897+58.5% |
| Participation rate | 45.5% | 87.1%-41.6pp | 82.6%-37.2pp | 82.5%-37.0pp |
| Annual return | 29.81% | 1029.83%-1000.0pp | 802.97%-773.2pp | 345.43%-315.6pp |
| Employer contribution / active EE | $730 | $5,858-87.5% | $5,144-85.8% | $4,764-84.7% |
| Participant deferral / active EE | $3,612 | $5,948-39.3% | $5,198-30.5% | $5,851-38.3% |
| Admin fee / account holder | $4,041 | $17,111-76.4% | $13,955-71.0% | $11,599-65.2% |