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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 | $219,882 | $228,352-3.7% | $185,835+18.3% | $158,966+38.3% |
| Participation rate | 57.1% | 82.3%-25.2pp | 78.0%-20.9pp | 82.0%-24.8pp |
| Annual return | 10.61% | 40.81%-30.2pp | 35.96%-25.3pp | 302.95%-292.3pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,087-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $8,038 | $6,416+25.3% | $5,633+42.7% | $5,983+34.3% |
| Admin fee / account holder | $29,178 | $11,867+145.9% | $9,502+207.1% | $11,250+159.4% |