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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 | $245,722 | $111,814+119.8% | $103,374+137.7% | $145,959+68.3% |
| Participation rate | 17.6% | 77.9%-60.3pp | 74.5%-56.9pp | 80.3%-62.6pp |
| Annual return | 11.31% | 24.77%-13.5pp | 24.89%-13.6pp | 561.95%-550.6pp |
| Employer contribution / active EE | $496 | $4,214-88.2% | $3,869-87.2% | $4,661-89.3% |
| Participant deferral / active EE | $2,312 | $5,618-58.9% | $5,058-54.3% | $6,689-65.4% |
| Admin fee / account holder | $881 | $9,754-91.0% | $8,394-89.5% | $13,398-93.4% |