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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 | $212,386-8.0% | $199,883-2.2% | $138,895+40.7% |
| Participation rate | 25.0% | 87.4%-62.4pp | 86.8%-61.8pp | 79.9%-54.9pp |
| Annual return | 14.02% | 47.75%-33.7pp | 43.81%-29.8pp | 145.39%-131.4pp |
| Employer contribution / active EE | $1,056 | $6,625-84.1% | $6,261-83.1% | $4,194-74.8% |
| Participant deferral / active EE | $4,900 | $9,617-49.0% | $9,138-46.4% | $6,396-23.4% |
| Admin fee / account holder | $35,932 | $18,233+97.1% | $17,268+108.1% | $12,562+186.0% |