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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 | $158,576 | $98,240+61.4% | $82,312+92.7% | $147,586+7.4% |
| Participation rate | 33.3% | 79.7%-46.4pp | 76.9%-43.6pp | 82.8%-49.5pp |
| Annual return | 19.25% | 30.85%-11.6pp | 25.88%-6.6pp | 578.59%-559.3pp |
| Employer contribution / active EE | $0 | $3,192-100.0% | $2,428-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $8,000 | $4,383+82.5% | $3,706+115.9% | $5,439+47.1% |
| Admin fee / account holder | $394 | $8,563-95.4% | $5,608-93.0% | $10,886-96.4% |