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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 | $215,815 | $162,821+32.5% | $133,978+61.1% | $158,982+35.7% |
| Participation rate | 68.4% | 83.2%-14.8pp | 79.8%-11.4pp | 82.0%-13.5pp |
| Annual return | 14.58% | 41.95%-27.4pp | 45.10%-30.5pp | 302.99%-288.4pp |
| Employer contribution / active EE | $643 | $4,976-87.1% | $3,919-83.6% | $4,763-86.5% |
| Participant deferral / active EE | $4,674 | $5,910-20.9% | $5,047-7.4% | $5,983-21.9% |
| Admin fee / account holder | $62,118 | $11,742+429.0% | $8,930+595.6% | $11,252+452.1% |