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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 | $155,625 | $198,457-21.6% | $170,435-8.7% | $147,586+5.4% |
| Participation rate | 63.6% | 88.0%-24.3pp | 83.6%-20.0pp | 82.8%-19.2pp |
| Annual return | 13.99% | 257.30%-243.3pp | 205.94%-191.9pp | 578.59%-564.6pp |
| Employer contribution / active EE | $851 | $6,183-86.2% | $5,432-84.3% | $4,876-82.6% |
| Participant deferral / active EE | $3,273 | $5,629-41.9% | $4,939-33.7% | $5,439-39.8% |
| Admin fee / account holder | $1,175 | $16,852-93.0% | $13,881-91.5% | $10,886-89.2% |