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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 | $188,416 | $184,000+2.4% | $162,185+16.2% | $152,909+23.2% |
| Participation rate | 66.7% | 88.5%-21.8pp | 87.6%-20.9pp | 82.5%-15.8pp |
| Annual return | 19.16% | 150.80%-131.6pp | 115.61%-96.4pp | 345.46%-326.3pp |
| Employer contribution / active EE | $0 | $6,370-100.0% | $5,613-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $5,799 | $8,033-27.8% | $7,297-20.5% | $5,851-0.9% |
| Admin fee / account holder | $1,518 | $13,124-88.4% | $10,844-86.0% | $11,601-86.9% |