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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 | $201,341 | $209,422-3.9% | $178,503+12.8% | $158,982+26.6% |
| Participation rate | 44.4% | 86.4%-41.9pp | 81.9%-37.5pp | 82.0%-37.5pp |
| Annual return | 20.20% | 188.81%-168.6pp | 151.12%-130.9pp | 302.99%-282.8pp |
| Employer contribution / active EE | $498 | $5,707-91.3% | $5,011-90.1% | $4,763-89.5% |
| Participant deferral / active EE | $6,477 | $5,955+8.8% | $5,202+24.5% | $5,983+8.3% |
| Admin fee / account holder | $2,370 | $17,079-86.1% | $13,987-83.1% | $11,252-78.9% |