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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 | $195,940 | $162,812+20.3% | $133,971+46.3% | $158,966+23.3% |
| Participation rate | 33.3% | 83.2%-49.9pp | 79.8%-46.5pp | 82.0%-48.6pp |
| Annual return | 18.86% | 41.94%-23.1pp | 45.09%-26.2pp | 302.95%-284.1pp |
| Employer contribution / active EE | $0 | $4,976-100.0% | $3,919-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,589 | $5,910-39.3% | $5,047-28.9% | $5,983-40.0% |
| Admin fee / account holder | $542 | $11,741-95.4% | $8,929-93.9% | $11,250-95.2% |