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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 | $218,477 | $157,296+38.9% | $141,191+54.7% | $152,897+42.9% |
| Participation rate | 33.3% | 84.8%-51.5pp | 82.5%-49.1pp | 82.5%-49.1pp |
| Annual return | 24.03% | 64.34%-40.3pp | 71.41%-47.4pp | 345.43%-321.4pp |
| Employer contribution / active EE | $770 | $5,262-85.4% | $4,736-83.7% | $4,764-83.8% |
| Participant deferral / active EE | $2,517 | $7,111-64.6% | $6,710-62.5% | $5,851-57.0% |
| Admin fee / account holder | $306 | $12,125-97.5% | $10,264-97.0% | $11,599-97.4% |