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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 | $179,032 | $171,492+4.4% | $150,734+18.8% | $198,609-9.9% |
| Participation rate | 69.2% | 81.4%-12.2pp | 78.4%-9.2pp | 82.4%-13.1pp |
| Annual return | 20.24% | 804.70%-784.5pp | 600.81%-580.6pp | 202.70%-182.5pp |
| Employer contribution / active EE | $1,017 | $5,470-81.4% | $4,918-79.3% | $5,055-79.9% |
| Participant deferral / active EE | $5,053 | $6,259-19.3% | $5,610-9.9% | $6,977-27.6% |
| Admin fee / account holder | $1,306 | $17,628-92.6% | $14,905-91.2% | $19,030-93.1% |