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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 | $160,052 | $157,296+1.8% | $141,191+13.4% | $152,897+4.7% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 24.55% | 64.34%-39.8pp | 71.41%-46.9pp | 345.43%-320.9pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $6,295 | $7,111-11.5% | $6,710-6.2% | $5,851+7.6% |
| Admin fee / account holder | $1,628 | $12,125-86.6% | $10,264-84.1% | $11,599-86.0% |