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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 | $244,907 | $115,903+111.3% | $100,528+143.6% | $158,966+54.1% |
| Participation rate | 58.3% | 81.6%-23.3pp | 79.4%-21.1pp | 82.0%-23.6pp |
| Annual return | 18.05% | 34.80%-16.8pp | 30.90%-12.8pp | 302.95%-284.9pp |
| Employer contribution / active EE | $0 | $4,105-100.0% | $3,419-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $9,415 | $6,677+41.0% | $6,271+50.1% | $5,983+57.4% |
| Admin fee / account holder | $2,814 | $11,000-74.4% | $8,084-65.2% | $11,250-75.0% |