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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 | $173,069 | $165,381+4.6% | $149,730+15.6% | $158,966+8.9% |
| Participation rate | 45.5% | 84.6%-39.1pp | 82.5%-37.0pp | 82.0%-36.5pp |
| Annual return | 18.11% | 348.29%-330.2pp | 276.70%-258.6pp | 302.95%-284.8pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,851 | $7,182-32.5% | $6,843-29.1% | $5,983-18.9% |
| Admin fee / account holder | $8,020 | $10,809-25.8% | $9,310-13.9% | $11,250-28.7% |