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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 | $157,709 | $105,210+49.9% | $159,487-1.1% | $85,851+83.7% |
| Participation rate | 66.7% | 75.8%-9.1pp | 82.8%-16.2pp | 69.3%-2.7pp |
| Annual return | 15.85% | 45.08%-29.2pp | 263.71%-247.9pp | 318.63%-302.8pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,831-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $7,975 | $5,946+34.1% | $7,354+8.5% | $3,952+101.8% |
| Admin fee / account holder | $7,537 | $6,934+8.7% | $10,804-30.2% | $6,261+20.4% |