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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 | $190,569 | $211,288-9.8% | $178,540+6.7% | $145,884+30.6% |
| Participation rate | 61.1% | 80.8%-19.7pp | 77.1%-16.0pp | 80.3%-19.2pp |
| Annual return | 19.73% | 30.27%-10.5pp | 27.15%-7.4pp | 551.85%-532.1pp |
| Employer contribution / active EE | $0 | $4,574-100.0% | $3,953-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $9,575 | $6,967+37.4% | $6,281+52.5% | $6,690+43.1% |
| Admin fee / account holder | $1,838 | $12,105-84.8% | $10,424-82.4% | $13,392-86.3% |