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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 | $190,665 | $157,270+21.2% | $141,173+35.1% | $152,870+24.7% |
| Participation rate | 52.2% | 84.8%-32.6pp | 82.5%-30.3pp | 82.4%-30.3pp |
| Annual return | 15.64% | 64.33%-48.7pp | 71.40%-55.8pp | 345.34%-329.7pp |
| Employer contribution / active EE | $0 | $5,261-100.0% | $4,735-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $7,547 | $7,110+6.2% | $6,710+12.5% | $5,850+29.0% |
| Admin fee / account holder | $22,023 | $12,121+81.7% | $10,262+114.6% | $11,597+89.9% |