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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 | $239,555 | $166,268+44.1% | $165,100+45.1% | $145,897+64.2% |
| Participation rate | 52.4% | 82.0%-29.6pp | 78.6%-26.2pp | 80.3%-27.9pp |
| Annual return | 14.68% | 100.52%-85.8pp | 70.21%-55.5pp | 552.29%-537.6pp |
| Employer contribution / active EE | $495 | $5,284-90.6% | $4,348-88.6% | $4,663-89.4% |
| Participant deferral / active EE | $2,140 | $6,964-69.3% | $6,035-64.5% | $6,689-68.0% |
| Admin fee / account holder | $37,894 | $16,659+127.5% | $12,696+198.5% | $13,390+183.0% |