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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 | $173,711 | $196,972-11.8% | $182,262-4.7% | $198,609-12.5% |
| Participation rate | 59.1% | 85.7%-26.6pp | 84.2%-25.1pp | 82.4%-23.3pp |
| Annual return | 18.58% | 158.27%-139.7pp | 140.60%-122.0pp | 202.70%-184.1pp |
| Employer contribution / active EE | $0 | $5,364-100.0% | $5,046-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $12,659 | $8,643+46.5% | $8,276+53.0% | $6,977+81.5% |
| Admin fee / account holder | $24,251 | $18,429+31.6% | $16,712+45.1% | $19,030+27.4% |