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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 | $193,996 | $180,749+7.3% | $160,784+20.7% | $137,256+41.3% |
| Participation rate | 53.8% | 80.0%-26.1pp | 77.0%-23.1pp | 80.0%-26.1pp |
| Annual return | 15.17% | 2234.46%-2219.3pp | 1803.92%-1788.7pp | 220.34%-205.2pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,341 | $6,844-22.0% | $6,293-15.1% | $6,407-16.6% |
| Admin fee / account holder | $17,566 | $10,397+69.0% | $9,717+80.8% | $12,270+43.2% |