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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 | $150,718 | $197,637-23.7% | $177,848-15.3% | $158,982-5.2% |
| Participation rate | 60.0% | 88.5%-28.5pp | 87.7%-27.7pp | 82.0%-22.0pp |
| Annual return | 19.54% | 58.77%-39.2pp | 48.33%-28.8pp | 302.99%-283.5pp |
| Employer contribution / active EE | $0 | $6,698-100.0% | $5,919-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $6,593 | $8,405-21.6% | $7,714-14.5% | $5,983+10.2% |
| Admin fee / account holder | $13,243 | $15,406-14.0% | $12,431+6.5% | $11,252+17.7% |