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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 | $220,931 | $105,284+109.8% | $150,734+46.6% | $94,015+135.0% |
| Participation rate | 25.9% | 71.7%-45.8pp | 78.4%-52.5pp | 70.8%-44.9pp |
| Annual return | 13.35% | 15.67%-2.3pp | 600.81%-587.5pp | 17.84%-4.5pp |
| Employer contribution / active EE | $851 | $3,599-76.4% | $4,918-82.7% | $2,790-69.5% |
| Participant deferral / active EE | $2,344 | $4,274-45.1% | $5,610-58.2% | $4,249-44.8% |
| Admin fee / account holder | $2,625 | $9,839-73.3% | $14,905-82.4% | $8,951-70.7% |