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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 | $195,043 | $118,869+64.1% | $96,575+102.0% | $167,518+16.4% |
| Participation rate | 57.1% | 75.5%-18.3pp | 69.8%-12.7pp | 82.1%-25.0pp |
| Annual return | 20.42% | 50.49%-30.1pp | 37.79%-17.4pp | 478.71%-458.3pp |
| Employer contribution / active EE | $377 | $3,120-87.9% | $2,357-84.0% | $4,838-92.2% |
| Participant deferral / active EE | $6,572 | $4,616+42.4% | $3,849+70.8% | $6,342+3.6% |
| Admin fee / account holder | $1,004 | $8,067-87.6% | $6,182-83.8% | $12,312-91.8% |