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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 | $102,938+90.4% | $94,105+108.3% | $138,895+41.1% |
| Participation rate | 33.3% | 74.6%-41.3pp | 71.9%-38.6pp | 79.9%-46.6pp |
| Annual return | 14.08% | 250.28%-236.2pp | 204.55%-190.5pp | 145.39%-131.3pp |
| Employer contribution / active EE | $0 | $2,732-100.0% | $2,504-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,066 | $4,196-26.9% | $3,881-21.0% | $6,396-52.1% |
| Admin fee / account holder | $611 | $6,600-90.7% | $6,199-90.1% | $12,562-95.1% |