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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 | $248,855 | $127,298+95.5% | $109,916+126.4% | $167,553+48.5% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.2%-24.2pp | 82.1%-32.1pp |
| Annual return | 14.61% | 22.97%-8.4pp | 29.46%-14.8pp | 478.89%-464.3pp |
| Employer contribution / active EE | $136 | $3,325-95.9% | $2,844-95.2% | $4,840-97.2% |
| Participant deferral / active EE | $2,606 | $4,513-42.2% | $4,047-35.6% | $6,343-58.9% |
| Admin fee / account holder | $2,023 | $7,119-71.6% | $6,069-66.7% | $12,316-83.6% |