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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 | $195,444 | $209,336-6.6% | $197,124-0.9% | $137,256+42.4% |
| Participation rate | 25.0% | 87.3%-62.3pp | 86.7%-61.7pp | 80.0%-55.0pp |
| Annual return | 14.02% | 48.09%-34.1pp | 44.34%-30.3pp | 220.34%-206.3pp |
| Employer contribution / active EE | $1,056 | $6,591-84.0% | $6,227-83.0% | $4,156-74.6% |
| Participant deferral / active EE | $4,900 | $9,614-49.0% | $9,135-46.4% | $6,407-23.5% |
| Admin fee / account holder | $35,932 | $17,308+107.6% | $16,298+120.5% | $12,270+192.8% |