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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 | $238,228 | $126,661+88.1% | $113,397+110.1% | $138,895+71.5% |
| Participation rate | 25.0% | 79.4%-54.4pp | 76.5%-51.5pp | 79.9%-54.9pp |
| Annual return | 15.66% | 25.05%-9.4pp | 23.20%-7.5pp | 145.39%-129.7pp |
| Employer contribution / active EE | $0 | $3,456-100.0% | $2,977-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,475 | $5,693-56.5% | $5,076-51.2% | $6,396-61.3% |
| Admin fee / account holder | $4,087 | $14,549-71.9% | $11,957-65.8% | $12,562-67.5% |