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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 | $202,261 | $96,731+109.1% | $123,973+63.1% | $86,983+132.5% |
| Participation rate | 52.6% | 70.0%-17.4pp | 76.7%-24.0pp | 69.5%-16.9pp |
| Annual return | 12.06% | 17.33%-5.3pp | 388.13%-376.1pp | 25.83%-13.8pp |
| Employer contribution / active EE | $756 | $3,297-77.1% | $4,126-81.7% | $2,584-70.8% |
| Participant deferral / active EE | $2,958 | $4,152-28.7% | $5,247-43.6% | $4,194-29.5% |
| Admin fee / account holder | $2,777 | $8,722-68.2% | $11,799-76.5% | $7,856-64.7% |