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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 | $212,568 | $172,111+23.5% | $150,298+41.4% | $137,256+54.9% |
| Participation rate | 60.0% | 81.7%-21.7pp | 77.8%-17.8pp | 80.0%-20.0pp |
| Annual return | 14.09% | 69.37%-55.3pp | 62.79%-48.7pp | 220.34%-206.2pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $23,229 | $6,166+276.7% | $5,453+326.0% | $6,407+262.6% |
| Admin fee / account holder | $4,451 | $16,471-73.0% | $14,116-68.5% | $12,270-63.7% |