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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 | $169,786 | $156,398+8.6% | $147,318+15.3% | $138,895+22.2% |
| Participation rate | 35.0% | 83.8%-48.8pp | 82.1%-47.1pp | 79.9%-44.9pp |
| Annual return | 14.25% | 78.75%-64.5pp | 70.43%-56.2pp | 145.39%-131.1pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $5,039 | $8,237-38.8% | $7,906-36.3% | $6,396-21.2% |
| Admin fee / account holder | $9,057 | $14,976-39.5% | $13,708-33.9% | $12,562-27.9% |