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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 | $189,088 | $157,296+20.2% | $141,191+33.9% | $152,897+23.7% |
| Participation rate | 28.6% | 84.8%-56.3pp | 82.5%-53.9pp | 82.5%-53.9pp |
| Annual return | 30.10% | 64.34%-34.2pp | 71.41%-41.3pp | 345.43%-315.3pp |
| Employer contribution / active EE | $703 | $5,262-86.6% | $4,736-85.2% | $4,764-85.2% |
| Participant deferral / active EE | $2,413 | $7,111-66.1% | $6,710-64.0% | $5,851-58.8% |
| Admin fee / account holder | $1,743 | $12,125-85.6% | $10,264-83.0% | $11,599-85.0% |