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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 | $206,051 | $129,737+58.8% | $119,126+73.0% | $154,746+33.2% |
| Participation rate | 28.6% | 78.9%-50.3pp | 75.8%-47.2pp | 80.7%-52.1pp |
| Annual return | 13.98% | 379.08%-365.1pp | 282.11%-268.1pp | 172.34%-158.4pp |
| Employer contribution / active EE | $616 | $4,375-85.9% | $4,034-84.7% | $4,379-85.9% |
| Participant deferral / active EE | $1,982 | $5,842-66.1% | $5,318-62.7% | $6,730-70.5% |
| Admin fee / account holder | $5,060 | $11,961-57.7% | $10,693-52.7% | $14,365-64.8% |