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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 | $217,721 | $129,737+67.8% | $119,126+82.8% | $154,746+40.7% |
| Participation rate | 8.3% | 78.9%-70.5pp | 75.8%-67.4pp | 80.7%-72.4pp |
| Annual return | 16.83% | 379.08%-362.3pp | 282.11%-265.3pp | 172.34%-155.5pp |
| Employer contribution / active EE | $347 | $4,375-92.1% | $4,034-91.4% | $4,379-92.1% |
| Participant deferral / active EE | $2,081 | $5,842-64.4% | $5,318-60.9% | $6,730-69.1% |
| Admin fee / account holder | $4,201 | $11,961-64.9% | $10,693-60.7% | $14,365-70.8% |