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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 | $222,157 | $185,883+19.5% | $170,043+30.6% | $139,466+59.3% |
| Participation rate | 45.5% | 87.8%-42.3pp | 87.0%-41.5pp | 80.3%-34.9pp |
| Annual return | 22.35% | 60.54%-38.2pp | 53.40%-31.0pp | 373.66%-351.3pp |
| Employer contribution / active EE | $0 | $7,596-100.0% | $6,790-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $11,827 | $11,626+1.7% | $10,410+13.6% | $6,712+76.2% |
| Admin fee / account holder | $3,018 | $15,393-80.4% | $12,824-76.5% | $11,409-73.5% |