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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 | $240,761 | $226,090+6.5% | $182,531+31.9% | $152,885+57.5% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.0%-28.0pp | 82.5%-32.5pp |
| Annual return | 15.91% | 192.57%-176.7pp | 148.57%-132.7pp | 345.39%-329.5pp |
| Employer contribution / active EE | $0 | $4,978-100.0% | $4,075-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $6,686 | $6,369+5.0% | $5,525+21.0% | $5,851+14.3% |
| Admin fee / account holder | $582 | $10,705-94.6% | $8,593-93.2% | $11,598-95.0% |