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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 | $215,276 | $159,978+34.6% | $147,041+46.4% | $145,978+47.5% |
| Participation rate | 57.9% | 84.0%-26.1pp | 82.2%-24.3pp | 80.3%-22.4pp |
| Annual return | 14.95% | 98.36%-83.4pp | 419.21%-404.3pp | 550.52%-535.6pp |
| Employer contribution / active EE | $5 | $5,288-99.9% | $4,935-99.9% | $4,662-99.9% |
| Participant deferral / active EE | $14,231 | $8,429+68.8% | $8,071+76.3% | $6,690+112.7% |
| Admin fee / account holder | $2,335 | $15,053-84.5% | $13,006-82.1% | $13,400-82.6% |