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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 | $201,826 | $202,460-0.3% | $169,385+19.2% | $139,456+44.7% |
| Participation rate | 62.5% | 81.1%-18.6pp | 77.2%-14.7pp | 80.3%-17.8pp |
| Annual return | 25.75% | 532.07%-506.3pp | 405.82%-380.1pp | 373.45%-347.7pp |
| Employer contribution / active EE | $0 | $4,691-100.0% | $4,012-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $1,730 | $6,938-75.1% | $6,221-72.2% | $6,711-74.2% |
| Admin fee / account holder | $953 | $10,719-91.1% | $9,011-89.4% | $11,407-91.6% |