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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 | $227,976 | $132,634+71.9% | $115,768+96.9% | $137,256+66.1% |
| Participation rate | 23.1% | 77.9%-54.8pp | 74.4%-51.3pp | 80.0%-56.9pp |
| Annual return | 14.55% | 160.70%-146.2pp | 100.46%-85.9pp | 220.34%-205.8pp |
| Employer contribution / active EE | $542 | $3,360-83.9% | $2,940-81.6% | $4,156-87.0% |
| Participant deferral / active EE | $1,935 | $5,619-65.6% | $4,917-60.7% | $6,407-69.8% |
| Admin fee / account holder | $843 | $15,028-94.4% | $12,439-93.2% | $12,270-93.1% |