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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 | $224,093 | $201,264+11.3% | $184,185+21.7% | $145,978+53.5% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 11.66% | 29.00%-17.3pp | 28.81%-17.2pp | 550.52%-538.9pp |
| Employer contribution / active EE | $0 | $7,021-100.0% | $6,426-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $9,800 | $9,806-0.1% | $9,132+7.3% | $6,690+46.5% |
| Admin fee / account holder | $63,345 | $16,376+286.8% | $13,909+355.4% | $13,400+372.7% |