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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 | $216,730 | $98,240+120.6% | $82,312+163.3% | $147,586+46.8% |
| Participation rate | 42.9% | 79.7%-36.9pp | 76.9%-34.0pp | 82.8%-40.0pp |
| Annual return | 24.46% | 30.85%-6.4pp | 25.88%-1.4pp | 578.59%-554.1pp |
| Employer contribution / active EE | $317 | $3,192-90.1% | $2,428-87.0% | $4,876-93.5% |
| Participant deferral / active EE | $2,138 | $4,383-51.2% | $3,706-42.3% | $5,439-60.7% |
| Admin fee / account holder | $5,819 | $8,563-32.0% | $5,608+3.8% | $10,886-46.5% |