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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 | $206,469 | $175,259+17.8% | $149,723+37.9% | $139,487+48.0% |
| Participation rate | 38.1% | 83.4%-45.3pp | 78.8%-40.7pp | 80.3%-42.2pp |
| Annual return | 34.60% | 166.82%-132.2pp | 134.50%-99.9pp | 373.84%-339.2pp |
| Employer contribution / active EE | $408 | $5,478-92.6% | $4,821-91.5% | $4,755-91.4% |
| Participant deferral / active EE | $4,155 | $6,522-36.3% | $5,682-26.9% | $6,713-38.1% |
| Admin fee / account holder | $1,485 | $16,158-90.8% | $13,215-88.8% | $11,407-87.0% |