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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 | $185,312+14.7% | $161,489+31.6% | $154,746+37.4% |
| Participation rate | 60.0% | 82.5%-22.5pp | 78.7%-18.7pp | 80.7%-20.7pp |
| Annual return | 14.09% | 103.84%-89.7pp | 89.72%-75.6pp | 172.34%-158.2pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $23,229 | $6,350+265.8% | $5,630+312.6% | $6,730+245.1% |
| Admin fee / account holder | $4,451 | $18,654-76.1% | $16,006-72.2% | $14,365-69.0% |