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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 | $70,366+214.6% | $66,674+232.1% | $138,895+59.4% |
| Participation rate | 14.3% | 76.2%-61.9pp | 73.7%-59.4pp | 79.9%-65.6pp |
| Annual return | 15.91% | 386.41%-370.5pp | 321.24%-305.3pp | 145.39%-129.5pp |
| Employer contribution / active EE | $316 | $2,765-88.6% | $2,620-88.0% | $4,194-92.5% |
| Participant deferral / active EE | $4,282 | $4,374-2.1% | $4,084+4.8% | $6,396-33.1% |
| Admin fee / account holder | $850 | $5,262-83.8% | $5,098-83.3% | $12,562-93.2% |