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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 | $198,752 | $110,337+80.1% | $102,383+94.1% | $145,877+36.2% |
| Participation rate | 25.0% | 77.9%-52.9pp | 74.5%-49.5pp | 80.3%-55.3pp |
| Annual return | 16.45% | 24.83%-8.4pp | 24.94%-8.5pp | 551.28%-534.8pp |
| Employer contribution / active EE | $811 | $4,216-80.8% | $3,870-79.0% | $4,663-82.6% |
| Participant deferral / active EE | $1,914 | $5,621-65.9% | $5,060-62.2% | $6,691-71.4% |
| Admin fee / account holder | $4,769 | $9,750-51.1% | $8,391-43.2% | $13,402-64.4% |