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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 | $229,104 | $114,119+100.8% | $107,187+113.7% | $138,895+64.9% |
| Participation rate | 45.8% | 78.1%-32.2pp | 75.0%-29.2pp | 79.9%-34.1pp |
| Annual return | 14.90% | 273.21%-258.3pp | 204.55%-189.6pp | 145.39%-130.5pp |
| Employer contribution / active EE | $638 | $4,059-84.3% | $3,782-83.1% | $4,194-84.8% |
| Participant deferral / active EE | $5,069 | $5,538-8.5% | $5,096-0.5% | $6,396-20.7% |
| Admin fee / account holder | $27,218 | $10,024+171.5% | $9,162+197.1% | $12,562+116.7% |