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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 | $240,173 | $176,077+36.4% | $159,455+50.6% | $167,518+43.4% |
| Participation rate | 66.7% | 84.9%-18.3pp | 82.8%-16.2pp | 82.1%-15.4pp |
| Annual return | 15.04% | 331.83%-316.8pp | 263.63%-248.6pp | 478.71%-463.7pp |
| Employer contribution / active EE | $640 | $5,298-87.9% | $4,830-86.8% | $4,838-86.8% |
| Participant deferral / active EE | $3,149 | $7,751-59.4% | $7,353-57.2% | $6,342-50.3% |
| Admin fee / account holder | $7,954 | $12,556-36.7% | $10,800-26.4% | $12,312-35.4% |