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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 | $200,250 | $152,619+31.2% | $125,195+59.9% | $152,909+31.0% |
| Participation rate | 61.9% | 83.3%-21.4pp | 79.8%-17.9pp | 82.5%-20.6pp |
| Annual return | 23.75% | 54.85%-31.1pp | 43.79%-20.0pp | 345.46%-321.7pp |
| Employer contribution / active EE | $916 | $4,947-81.5% | $3,866-76.3% | $4,764-80.8% |
| Participant deferral / active EE | $5,515 | $5,869-6.0% | $4,937+11.7% | $5,851-5.8% |
| Admin fee / account holder | $20,341 | $13,437+51.4% | $9,704+109.6% | $11,601+75.3% |