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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 | $150,780 | $144,130+4.6% | $117,861+27.9% | $147,586+2.2% |
| Participation rate | 66.7% | 83.4%-16.8pp | 79.7%-13.0pp | 82.8%-16.2pp |
| Annual return | 14.88% | 531.20%-516.3pp | 335.11%-320.2pp | 578.59%-563.7pp |
| Employer contribution / active EE | $0 | $4,897-100.0% | $3,786-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $7,786 | $5,316+46.5% | $4,482+73.7% | $5,439+43.2% |
| Admin fee / account holder | $612 | $10,887-94.4% | $8,021-92.4% | $10,886-94.4% |