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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 | $210,504 | $197,603+6.5% | $177,827+18.4% | $158,950+32.4% |
| Participation rate | 38.1% | 88.5%-50.4pp | 87.7%-49.6pp | 82.0%-43.9pp |
| Annual return | 11.77% | 58.76%-47.0pp | 48.32%-36.6pp | 302.91%-291.1pp |
| Employer contribution / active EE | $0 | $6,698-100.0% | $5,918-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $5,978 | $8,404-28.9% | $7,713-22.5% | $5,983-0.1% |
| Admin fee / account holder | $50,516 | $15,402+228.0% | $12,429+306.4% | $11,248+349.1% |