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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 | $219,142 | $196,972+11.3% | $182,262+20.2% | $198,609+10.3% |
| Participation rate | 56.3% | 85.7%-29.4pp | 84.2%-28.0pp | 82.4%-26.1pp |
| Annual return | 14.45% | 158.27%-143.8pp | 140.60%-126.2pp | 202.70%-188.3pp |
| Employer contribution / active EE | $0 | $5,364-100.0% | $5,046-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $9,277 | $8,643+7.3% | $8,276+12.1% | $6,977+33.0% |
| Admin fee / account holder | $1,841 | $18,429-90.0% | $16,712-89.0% | $19,030-90.3% |