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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 | $176,105+36.4% | $159,474+50.6% | $167,536+43.4% |
| Participation rate | 66.7% | 85.0%-18.3pp | 82.8%-16.2pp | 82.1%-15.4pp |
| Annual return | 15.04% | 331.91%-316.9pp | 263.68%-248.6pp | 478.82%-463.8pp |
| Employer contribution / active EE | $640 | $5,299-87.9% | $4,831-86.8% | $4,839-86.8% |
| Participant deferral / active EE | $3,149 | $7,751-59.4% | $7,353-57.2% | $6,342-50.4% |
| Admin fee / account holder | $7,954 | $12,559-36.7% | $10,802-26.4% | $12,315-35.4% |