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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 | $223,041 | $86,294+158.5% | $111,303+100.4% | $85,856+159.8% |
| Participation rate | 63.2% | 73.3%-10.2pp | 77.3%-14.2pp | 69.3%-6.2pp |
| Annual return | 0.00% | 19.99%-20.0pp | 54.66%-54.7pp | 318.58%-318.6pp |
| Employer contribution / active EE | $284 | $2,043-86.1% | $2,731-89.6% | $2,565-88.9% |
| Participant deferral / active EE | $1,744 | $3,641-52.1% | $4,487-61.1% | $3,952-55.9% |
| Admin fee / account holder | $3,859 | $8,189-52.9% | $7,966-51.6% | $6,261-38.4% |