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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 | $234,652 | $125,184+87.4% | $105,607+122.2% | $145,884+60.8% |
| Participation rate | 50.0% | 77.6%-27.6pp | 75.3%-25.3pp | 80.3%-30.3pp |
| Annual return | 8.55% | 225.00%-216.4pp | 116.11%-107.6pp | 551.85%-543.3pp |
| Employer contribution / active EE | $277 | $3,720-92.6% | $3,167-91.3% | $4,662-94.1% |
| Participant deferral / active EE | $6,588 | $5,714+15.3% | $5,011+31.5% | $6,690-1.5% |
| Admin fee / account holder | $3,774 | $17,133-78.0% | $10,958-65.6% | $13,392-71.8% |