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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 | $205,163 | $124,336+65.0% | $111,303+84.3% | $167,518+22.5% |
| Participation rate | 53.8% | 79.6%-25.8pp | 77.3%-23.5pp | 82.1%-28.3pp |
| Annual return | 23.02% | 37.45%-14.4pp | 54.66%-31.6pp | 478.71%-455.7pp |
| Employer contribution / active EE | $539 | $3,436-84.3% | $2,731-80.3% | $4,838-88.9% |
| Participant deferral / active EE | $3,113 | $5,181-39.9% | $4,487-30.6% | $6,342-50.9% |
| Admin fee / account holder | $22,154 | $10,623+108.6% | $7,966+178.1% | $12,312+79.9% |