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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 | $181,763 | $157,296+15.6% | $141,191+28.7% | $152,897+18.9% |
| Participation rate | 40.0% | 84.8%-44.8pp | 82.5%-42.5pp | 82.5%-42.5pp |
| Annual return | 15.64% | 64.34%-48.7pp | 71.41%-55.8pp | 345.43%-329.8pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,939 | $7,111-58.7% | $6,710-56.2% | $5,851-49.8% |
| Admin fee / account holder | $33,915 | $12,125+179.7% | $10,264+230.4% | $11,599+192.4% |