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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 | $200,569 | $167,353+19.8% | $143,797+39.5% | $134,545+49.1% |
| Participation rate | 30.8% | 84.8%-54.1pp | 80.3%-49.5pp | 81.2%-50.5pp |
| Annual return | -14.15% | 0.48%-14.6pp | -0.04%-14.1pp | 418.37%-432.5pp |
| Employer contribution / active EE | $927 | $5,620-83.5% | $4,952-81.3% | $4,742-80.5% |
| Participant deferral / active EE | $4,391 | $6,447-31.9% | $5,638-22.1% | $6,401-31.4% |
| Admin fee / account holder | $6,058 | $18,096-66.5% | $14,679-58.7% | $11,431-47.0% |