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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 | $178,608 | $183,592-2.7% | $155,574+14.8% | $145,877+22.4% |
| Participation rate | 62.5% | 82.7%-20.2pp | 78.2%-15.7pp | 80.3%-17.8pp |
| Annual return | 12.43% | 61.37%-48.9pp | 64.87%-52.4pp | 551.28%-538.9pp |
| Employer contribution / active EE | $0 | $5,317-100.0% | $4,676-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $9,064 | $6,466+40.2% | $5,629+61.0% | $6,691+35.5% |
| Admin fee / account holder | $1,844 | $19,316-90.5% | $15,914-88.4% | $13,402-86.2% |