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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 | $203,667 | $171,492+18.8% | $150,734+35.1% | $198,609+2.5% |
| Participation rate | 66.7% | 81.4%-14.7pp | 78.4%-11.8pp | 82.4%-15.7pp |
| Annual return | 16.57% | 804.70%-788.1pp | 600.81%-584.2pp | 202.70%-186.1pp |
| Employer contribution / active EE | $0 | $5,470-100.0% | $4,918-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $6,530 | $6,259+4.3% | $5,610+16.4% | $6,977-6.4% |
| Admin fee / account holder | $8,034 | $17,628-54.4% | $14,905-46.1% | $19,030-57.8% |