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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 | $148,863 | $148,629+0.2% | $135,982+9.5% | $139,487+6.7% |
| Participation rate | 64.3% | 83.9%-19.6pp | 81.9%-17.6pp | 80.3%-16.1pp |
| Annual return | 16.56% | 79.33%-62.8pp | 68.32%-51.8pp | 373.84%-357.3pp |
| Employer contribution / active EE | $0 | $5,247-100.0% | $4,859-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $8,391 | $8,102+3.6% | $7,760+8.1% | $6,713+25.0% |
| Admin fee / account holder | $1,297 | $12,406-89.5% | $10,767-88.0% | $11,407-88.6% |