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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 | $210,290 | $183,516+14.6% | $155,534+35.2% | $145,884+44.1% |
| Participation rate | 42.9% | 82.7%-39.8pp | 78.2%-35.4pp | 80.3%-37.4pp |
| Annual return | 19.72% | 61.43%-41.7pp | 64.92%-45.2pp | 551.85%-532.1pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $10,758 | $6,467+66.4% | $5,630+91.1% | $6,690+60.8% |
| Admin fee / account holder | $1,210 | $19,293-93.7% | $15,900-92.4% | $13,392-91.0% |