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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 | $242,709 | $106,008+129.0% | $92,240+163.1% | $147,586+64.5% |
| Participation rate | 66.7% | 80.4%-13.7pp | 76.5%-9.8pp | 82.8%-16.2pp |
| Annual return | 17.49% | 50.05%-32.6pp | 176.29%-158.8pp | 578.59%-561.1pp |
| Employer contribution / active EE | $611 | $4,333-85.9% | $3,680-83.4% | $4,876-87.5% |
| Participant deferral / active EE | $4,436 | $4,478-0.9% | $3,897+13.8% | $5,439-18.4% |
| Admin fee / account holder | $1,607 | $6,333-74.6% | $5,194-69.1% | $10,886-85.2% |