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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 | $221,400 | $72,071+207.2% | $68,368+223.8% | $137,256+61.3% |
| Participation rate | 14.3% | 76.2%-62.0pp | 73.8%-59.5pp | 80.0%-65.7pp |
| Annual return | 15.91% | 353.14%-337.2pp | 292.57%-276.7pp | 220.34%-204.4pp |
| Employer contribution / active EE | $316 | $2,788-88.7% | $2,649-88.1% | $4,156-92.4% |
| Participant deferral / active EE | $4,282 | $4,410-2.9% | $4,123+3.9% | $6,407-33.2% |
| Admin fee / account holder | $850 | $5,336-84.1% | $5,150-83.5% | $12,270-93.1% |