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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 | $194,156 | $165,381+17.4% | $149,730+29.7% | $158,966+22.1% |
| Participation rate | 68.8% | 84.6%-15.8pp | 82.5%-13.7pp | 82.0%-13.2pp |
| Annual return | 13.78% | 348.29%-334.5pp | 276.70%-262.9pp | 302.95%-289.2pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,807 | $7,182-33.1% | $6,843-29.7% | $5,983-19.7% |
| Admin fee / account holder | $842 | $10,809-92.2% | $9,310-91.0% | $11,250-92.5% |