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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 | $247,252 | $126,113+96.1% | $116,096+113.0% | $155,188+59.3% |
| Participation rate | 30.8% | 75.1%-44.4pp | 73.3%-42.6pp | 80.8%-50.0pp |
| Annual return | 13.37% | 391.72%-378.4pp | 326.25%-312.9pp | 148.84%-135.5pp |
| Employer contribution / active EE | $0 | $2,672-100.0% | $2,503-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,159 | $4,162-72.1% | $3,952-70.7% | $6,531-82.2% |
| Admin fee / account holder | $2,040 | $8,045-74.6% | $7,704-73.5% | $14,480-85.9% |