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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 | $160,645 | $115,810+38.7% | $101,271+58.6% | $158,966+1.1% |
| Participation rate | 45.5% | 79.4%-33.9pp | 75.8%-30.4pp | 82.0%-36.5pp |
| Annual return | 14.49% | 56.15%-41.7pp | 46.48%-32.0pp | 302.95%-288.5pp |
| Employer contribution / active EE | $0 | $4,175-100.0% | $3,660-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,276 | $4,958-54.1% | $4,371-47.9% | $5,983-62.0% |
| Admin fee / account holder | $918 | $7,248-87.3% | $5,948-84.6% | $11,250-91.8% |