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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 | $208,514 | $124,351+67.7% | $109,188+91.0% | $167,553+24.4% |
| Participation rate | 18.8% | 79.4%-60.7pp | 75.9%-57.1pp | 82.1%-63.4pp |
| Annual return | 13.20% | 26.04%-12.8pp | 25.76%-12.6pp | 478.89%-465.7pp |
| Employer contribution / active EE | $691 | $4,210-83.6% | $3,723-81.4% | $4,840-85.7% |
| Participant deferral / active EE | $3,379 | $5,257-35.7% | $4,654-27.4% | $6,343-46.7% |
| Admin fee / account holder | $838 | $7,975-89.5% | $6,755-87.6% | $12,316-93.2% |