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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 | $200,730 | $165,381+21.4% | $149,730+34.1% | $158,966+26.3% |
| Participation rate | 68.8% | 84.6%-15.8pp | 82.5%-13.7pp | 82.0%-13.2pp |
| Annual return | 19.28% | 348.29%-329.0pp | 276.70%-257.4pp | 302.95%-283.7pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $7,996 | $7,182+11.3% | $6,843+16.9% | $5,983+33.6% |
| Admin fee / account holder | $9,124 | $10,809-15.6% | $9,310-2.0% | $11,250-18.9% |