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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 | $196,041 | $101,618+92.9% | $93,063+110.7% | $137,256+42.8% |
| Participation rate | 33.3% | 74.9%-41.6pp | 72.1%-38.8pp | 80.0%-46.6pp |
| Annual return | 14.08% | 223.95%-209.9pp | 34.15%-20.1pp | 220.34%-206.3pp |
| Employer contribution / active EE | $0 | $2,707-100.0% | $2,476-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,066 | $4,279-28.3% | $3,958-22.5% | $6,407-52.1% |
| Admin fee / account holder | $611 | $6,198-90.1% | $6,033-89.9% | $12,270-95.0% |