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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 | $197,514 | $198,457-0.5% | $170,435+15.9% | $147,586+33.8% |
| Participation rate | 15.8% | 88.0%-72.2pp | 83.6%-67.8pp | 82.8%-67.0pp |
| Annual return | 17.09% | 257.30%-240.2pp | 205.94%-188.8pp | 578.59%-561.5pp |
| Employer contribution / active EE | $222 | $6,183-96.4% | $5,432-95.9% | $4,876-95.5% |
| Participant deferral / active EE | $2,211 | $5,629-60.7% | $4,939-55.2% | $5,439-59.3% |
| Admin fee / account holder | $2,747 | $16,852-83.7% | $13,881-80.2% | $10,886-74.8% |