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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 | $202,239 | $157,304+28.6% | $141,197+43.2% | $152,909+32.3% |
| Participation rate | 16.7% | 84.8%-68.2pp | 82.5%-65.8pp | 82.5%-65.8pp |
| Annual return | 28.46% | 64.34%-35.9pp | 71.41%-42.9pp | 345.46%-317.0pp |
| Employer contribution / active EE | $576 | $5,263-89.1% | $4,736-87.8% | $4,764-87.9% |
| Participant deferral / active EE | $4,167 | $7,111-41.4% | $6,710-37.9% | $5,851-28.8% |
| Admin fee / account holder | $776 | $12,126-93.6% | $10,265-92.4% | $11,601-93.3% |