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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 | $225,203 | $124,351+81.1% | $109,188+106.3% | $167,553+34.4% |
| Participation rate | 69.2% | 79.4%-10.2pp | 75.9%-6.6pp | 82.1%-12.9pp |
| Annual return | 23.02% | 26.04%-3.0pp | 25.76%-2.7pp | 478.89%-455.9pp |
| Employer contribution / active EE | $0 | $4,210-100.0% | $3,723-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $2,827 | $5,257-46.2% | $4,654-39.3% | $6,343-55.4% |
| Admin fee / account holder | $6,532 | $7,975-18.1% | $6,755-3.3% | $12,316-47.0% |