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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 | $225,469 | $182,823+23.3% | $161,596+39.5% | $198,609+13.5% |
| Participation rate | 66.7% | 81.5%-14.8pp | 80.7%-14.0pp | 82.4%-15.7pp |
| Annual return | 16.36% | 484.64%-468.3pp | 389.92%-373.6pp | 202.70%-186.3pp |
| Employer contribution / active EE | $0 | $4,109-100.0% | $3,977-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $8,302 | $7,056+17.7% | $6,750+23.0% | $6,977+19.0% |
| Admin fee / account holder | $2,452 | $15,687-84.4% | $13,161-81.4% | $19,030-87.1% |