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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 | $208,363 | $103,393+101.5% | $87,103+139.2% | $152,909+36.3% |
| Participation rate | 50.0% | 79.4%-29.4pp | 76.9%-26.9pp | 82.5%-32.5pp |
| Annual return | 25.35% | 28.10%-2.8pp | 28.19%-2.8pp | 345.46%-320.1pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,292 | $4,778-10.2% | $4,049+6.0% | $5,851-26.7% |
| Admin fee / account holder | $11,538 | $12,195-5.4% | $7,491+54.0% | $11,601-0.5% |