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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 | $245,362 | $181,062+35.5% | $158,223+55.1% | $155,188+58.1% |
| Participation rate | 33.3% | 82.7%-49.3pp | 79.2%-45.9pp | 80.8%-47.5pp |
| Annual return | 14.69% | 57.39%-42.7pp | 52.09%-37.4pp | 148.84%-134.1pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $4,109-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $4,201 | $6,134-31.5% | $5,467-23.2% | $6,531-35.7% |
| Admin fee / account holder | $3,832 | $18,825-79.6% | $16,047-76.1% | $14,480-73.5% |