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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 | $247,955 | $117,895+110.3% | $102,460+142.0% | $145,897+70.0% |
| Participation rate | 55.6% | 78.6%-23.1pp | 76.5%-21.0pp | 80.3%-24.8pp |
| Annual return | 19.63% | 31.92%-12.3pp | 29.47%-9.8pp | 552.29%-532.7pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $3,025-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,621 | $5,736-19.4% | $5,056-8.6% | $6,689-30.9% |
| Admin fee / account holder | $2,683 | $13,353-79.9% | $9,460-71.6% | $13,390-80.0% |