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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 | $234,304 | $228,352+2.6% | $185,835+26.1% | $158,966+47.4% |
| Participation rate | 69.6% | 82.3%-12.7pp | 78.0%-8.5pp | 82.0%-12.4pp |
| Annual return | 14.99% | 40.81%-25.8pp | 35.96%-21.0pp | 302.95%-288.0pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,087-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $9,272 | $6,416+44.5% | $5,633+64.6% | $5,983+55.0% |
| Admin fee / account holder | $2,091 | $11,867-82.4% | $9,502-78.0% | $11,250-81.4% |