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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 | $162,136+22.2% | $152,301+30.1% | $154,746+28.1% |
| Participation rate | 68.8% | 84.1%-15.4pp | 82.4%-13.7pp | 80.7%-12.0pp |
| Annual return | 15.14% | 91.02%-75.9pp | 80.50%-65.4pp | 172.34%-157.2pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $9,675 | $8,341+16.0% | $8,004+20.9% | $6,730+43.8% |
| Admin fee / account holder | $10,846 | $15,759-31.2% | $14,398-24.7% | $14,365-24.5% |