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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 | $139,254 | $197,603-29.5% | $177,827-21.7% | $158,950-12.4% |
| Participation rate | 63.2% | 88.5%-25.4pp | 87.7%-24.6pp | 82.0%-18.8pp |
| Annual return | 15.02% | 58.76%-43.7pp | 48.32%-33.3pp | 302.91%-287.9pp |
| Employer contribution / active EE | $0 | $6,698-100.0% | $5,918-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $11,668 | $8,404+38.8% | $7,713+51.3% | $5,983+95.0% |
| Admin fee / account holder | $18,715 | $15,402+21.5% | $12,429+50.6% | $11,248+66.4% |