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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 | $222,113 | $181,062+22.7% | $158,223+40.4% | $155,188+43.1% |
| Participation rate | 66.7% | 82.7%-16.0pp | 79.2%-12.5pp | 80.8%-14.1pp |
| Annual return | 14.37% | 57.39%-43.0pp | 52.09%-37.7pp | 148.84%-134.5pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $4,109-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $6,615 | $6,134+7.8% | $5,467+21.0% | $6,531+1.3% |
| Admin fee / account holder | $2,291 | $18,825-87.8% | $16,047-85.7% | $14,480-84.2% |