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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 | $177,495 | $202,342-12.3% | $172,753+2.7% | $152,909+16.1% |
| Participation rate | 40.0% | 87.1%-47.1pp | 82.6%-42.6pp | 82.5%-42.5pp |
| Annual return | 23.59% | 1029.88%-1006.3pp | 803.00%-779.4pp | 345.46%-321.9pp |
| Employer contribution / active EE | $1,212 | $5,857-79.3% | $5,144-76.4% | $4,764-74.6% |
| Participant deferral / active EE | $3,588 | $5,948-39.7% | $5,198-31.0% | $5,851-38.7% |
| Admin fee / account holder | $1,025 | $17,112-94.0% | $13,956-92.7% | $11,601-91.2% |