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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 | $187,712 | $112,935+66.2% | $90,970+106.3% | $158,966+18.1% |
| Participation rate | 41.7% | 74.7%-33.1pp | 69.0%-27.3pp | 82.0%-40.3pp |
| Annual return | 12.11% | 215.79%-203.7pp | 134.58%-122.5pp | 302.95%-290.8pp |
| Employer contribution / active EE | $223 | $2,895-92.3% | $2,122-89.5% | $4,762-95.3% |
| Participant deferral / active EE | $2,669 | $4,129-35.4% | $3,373-20.9% | $5,983-55.4% |
| Admin fee / account holder | $4,423 | $8,045-45.0% | $5,960-25.8% | $11,250-60.7% |