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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 | $244,604 | $72,071+239.4% | $68,368+257.8% | $137,256+78.2% |
| Participation rate | 54.5% | 76.2%-21.7pp | 73.8%-19.2pp | 80.0%-25.4pp |
| Annual return | 14.48% | 353.14%-338.7pp | 292.57%-278.1pp | 220.34%-205.9pp |
| Employer contribution / active EE | $366 | $2,788-86.9% | $2,649-86.2% | $4,156-91.2% |
| Participant deferral / active EE | $4,707 | $4,410+6.7% | $4,123+14.2% | $6,407-26.5% |
| Admin fee / account holder | $1,837 | $5,336-65.6% | $5,150-64.3% | $12,270-85.0% |