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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 | $191,177 | $167,522+14.1% | $151,639+26.1% | $134,532+42.1% |
| Participation rate | 37.5% | 88.4%-50.9pp | 87.5%-50.0pp | 81.2%-43.7pp |
| Annual return | -16.85% | 7.81%-24.7pp | 3.34%-20.2pp | 418.27%-435.1pp |
| Employer contribution / active EE | $773 | $6,828-88.7% | $6,165-87.5% | $4,741-83.7% |
| Participant deferral / active EE | $3,594 | $8,986-60.0% | $8,363-57.0% | $6,401-43.9% |
| Admin fee / account holder | $5,000 | $13,780-63.7% | $11,613-56.9% | $11,429-56.2% |