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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 | $199,393 | $117,846+69.2% | $102,434+94.7% | $145,884+36.7% |
| Participation rate | 22.2% | 78.6%-56.4pp | 76.5%-54.3pp | 80.3%-58.1pp |
| Annual return | 21.54% | 31.90%-10.4pp | 29.46%-7.9pp | 551.85%-530.3pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,067 | $5,733-64.0% | $5,055-59.1% | $6,690-69.1% |
| Admin fee / account holder | $3,292 | $13,356-75.4% | $9,462-65.2% | $13,392-75.4% |