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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 | $163,497 | $125,193+30.6% | $105,591+54.8% | $145,978+12.0% |
| Participation rate | 33.3% | 77.6%-44.3pp | 75.3%-41.9pp | 80.3%-47.0pp |
| Annual return | 33.49% | 225.53%-192.0pp | 116.43%-82.9pp | 550.52%-517.0pp |
| Employer contribution / active EE | $545 | $3,718-85.4% | $3,166-82.8% | $4,662-88.3% |
| Participant deferral / active EE | $2,946 | $5,708-48.4% | $5,008-41.2% | $6,690-56.0% |
| Admin fee / account holder | $33,071 | $17,277+91.4% | $11,024+200.0% | $13,400+146.8% |