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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 | $235,523 | $157,296+49.7% | $141,191+66.8% | $152,897+54.0% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 24.29% | 64.34%-40.1pp | 71.41%-47.1pp | 345.43%-321.1pp |
| Employer contribution / active EE | $891 | $5,262-83.1% | $4,736-81.2% | $4,764-81.3% |
| Participant deferral / active EE | $3,432 | $7,111-51.7% | $6,710-48.9% | $5,851-41.3% |
| Admin fee / account holder | $20,663 | $12,125+70.4% | $10,264+101.3% | $11,599+78.1% |