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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 | $179,195 | $160,070+11.9% | $147,117+21.8% | $145,897+22.8% |
| Participation rate | 60.9% | 84.0%-23.2pp | 82.2%-21.3pp | 80.3%-19.4pp |
| Annual return | 21.41% | 98.69%-77.3pp | 420.54%-399.1pp | 552.29%-530.9pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $13,019 | $8,419+54.6% | $8,065+61.4% | $6,689+94.6% |
| Admin fee / account holder | $1,967 | $15,035-86.9% | $12,993-84.9% | $13,390-85.3% |