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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 | $206,882 | $160,040+29.3% | $147,096+40.6% | $145,877+41.8% |
| Participation rate | 55.6% | 84.0%-28.5pp | 82.2%-26.6pp | 80.3%-24.7pp |
| Annual return | 16.48% | 98.49%-82.0pp | 419.75%-403.3pp | 551.28%-534.8pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,126 | $8,429-51.0% | $8,071-48.9% | $6,691-38.3% |
| Admin fee / account holder | $1,988 | $15,050-86.8% | $13,005-84.7% | $13,402-85.2% |