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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 | $217,897 | $58,311+273.7% | $81,882+166.1% | $80,959+169.1% |
| Participation rate | 41.9% | 63.5%-21.5pp | 72.4%-30.5pp | 67.7%-25.7pp |
| Annual return | 13.52% | 41.85%-28.3pp | 779.47%-766.0pp | 35.67%-22.1pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,558 | $3,287+8.2% | $4,323-17.7% | $4,300-17.3% |
| Admin fee / account holder | $16,388 | $4,752+244.8% | $7,360+122.7% | $6,925+136.6% |