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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 | $246,444 | $185,856+32.6% | $170,028+44.9% | $139,456+76.7% |
| Participation rate | 66.7% | 87.8%-21.1pp | 87.0%-20.3pp | 80.3%-13.7pp |
| Annual return | 15.96% | 60.52%-44.6pp | 53.39%-37.4pp | 373.45%-357.5pp |
| Employer contribution / active EE | $0 | $7,593-100.0% | $6,788-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $7,856 | $11,623-32.4% | $10,409-24.5% | $6,711+17.0% |
| Admin fee / account holder | $11,885 | $15,387-22.8% | $12,820-7.3% | $11,407+4.2% |