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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 | $216,917 | $111,535+94.5% | $105,223+106.1% | $137,256+58.0% |
| Participation rate | 37.5% | 78.1%-40.6pp | 75.0%-37.5pp | 80.0%-42.5pp |
| Annual return | 22.29% | 237.85%-215.6pp | 180.65%-158.4pp | 220.34%-198.0pp |
| Employer contribution / active EE | $511 | $3,939-87.0% | $3,689-86.1% | $4,156-87.7% |
| Participant deferral / active EE | $3,875 | $5,500-29.5% | $5,072-23.6% | $6,407-39.5% |
| Admin fee / account holder | $524 | $9,721-94.6% | $8,859-94.1% | $12,270-95.7% |