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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 | $172,758+30.5% | $149,600+50.7% | $138,895+62.3% |
| Participation rate | 66.7% | 80.2%-13.5pp | 77.2%-10.5pp | 79.9%-13.3pp |
| Annual return | 16.36% | 181.17%-164.8pp | 129.59%-113.2pp | 145.39%-129.0pp |
| Employer contribution / active EE | $0 | $4,778-100.0% | $4,193-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $8,302 | $8,180+1.5% | $7,203+15.3% | $6,396+29.8% |
| Admin fee / account holder | $2,452 | $17,615-86.1% | $13,963-82.4% | $12,562-80.5% |