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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 | $198,162 | $196,972+0.6% | $182,262+8.7% | $198,609-0.2% |
| Participation rate | 68.8% | 85.7%-16.9pp | 84.2%-15.5pp | 82.4%-13.6pp |
| Annual return | 15.14% | 158.27%-143.1pp | 140.60%-125.5pp | 202.70%-187.6pp |
| Employer contribution / active EE | $0 | $5,364-100.0% | $5,046-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $9,675 | $8,643+11.9% | $8,276+16.9% | $6,977+38.7% |
| Admin fee / account holder | $10,846 | $18,429-41.1% | $16,712-35.1% | $19,030-43.0% |