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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 | $189,094 | $198,457-4.7% | $170,435+10.9% | $147,586+28.1% |
| Participation rate | 55.6% | 88.0%-32.4pp | 83.6%-28.0pp | 82.8%-27.3pp |
| Annual return | 16.59% | 257.30%-240.7pp | 205.94%-189.3pp | 578.59%-562.0pp |
| Employer contribution / active EE | $954 | $6,183-84.6% | $5,432-82.4% | $4,876-80.4% |
| Participant deferral / active EE | $6,135 | $5,629+9.0% | $4,939+24.2% | $5,439+12.8% |
| Admin fee / account holder | $5,043 | $16,852-70.1% | $13,881-63.7% | $10,886-53.7% |