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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 | $206,042 | $98,760+108.6% | $149,715+37.6% | $79,858+158.0% |
| Participation rate | 60.6% | 75.8%-15.2pp | 82.5%-21.9pp | 69.6%-9.0pp |
| Annual return | 13.98% | 27.43%-13.4pp | 276.66%-262.7pp | 31.72%-17.7pp |
| Employer contribution / active EE | $2 | $3,217-99.9% | $4,645-100.0% | $2,471-99.9% |
| Participant deferral / active EE | $4,937 | $5,681-13.1% | $6,842-27.8% | $3,740+32.0% |
| Admin fee / account holder | $857 | $6,053-85.8% | $9,310-90.8% | $5,306-83.8% |