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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 | $192,971 | $148,582+29.9% | $135,942+42.0% | $139,456+38.4% |
| Participation rate | 68.4% | 83.9%-15.4pp | 81.9%-13.5pp | 80.3%-11.9pp |
| Annual return | 18.77% | 79.26%-60.5pp | 68.28%-49.5pp | 373.45%-354.7pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,858-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $6,753 | $8,101-16.6% | $7,759-13.0% | $6,711+0.6% |
| Admin fee / account holder | $16,296 | $12,402+31.4% | $10,764+51.4% | $11,407+42.9% |