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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 | $201,736 | $157,829+27.8% | $136,867+47.4% | $198,609+1.6% |
| Participation rate | 50.0% | 77.2%-27.2pp | 74.5%-24.5pp | 82.4%-32.4pp |
| Annual return | 14.69% | 51.25%-36.6pp | 42.97%-28.3pp | 202.70%-188.0pp |
| Employer contribution / active EE | $500 | $3,923-87.3% | $3,547-85.9% | $5,055-90.1% |
| Participant deferral / active EE | $3,779 | $5,463-30.8% | $4,924-23.2% | $6,977-45.8% |
| Admin fee / account holder | $7,868 | $11,107-29.2% | $10,340-23.9% | $19,030-58.7% |