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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 | $205,954 | $142,426+44.6% | $115,167+78.8% | $152,909+34.7% |
| Participation rate | 44.4% | 82.4%-37.9pp | 75.9%-31.5pp | 82.5%-38.0pp |
| Annual return | 12.89% | 41.48%-28.6pp | 35.60%-22.7pp | 345.46%-332.6pp |
| Employer contribution / active EE | $681 | $4,011-83.0% | $3,179-78.6% | $4,764-85.7% |
| Participant deferral / active EE | $2,939 | $5,165-43.1% | $4,169-29.5% | $5,851-49.8% |
| Admin fee / account holder | $6,768 | $8,464-20.0% | $7,089-4.5% | $11,601-41.7% |