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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 | $234,572 | $115,814+102.5% | $101,275+131.6% | $158,982+47.5% |
| Participation rate | 41.7% | 79.4%-37.7pp | 75.8%-34.1pp | 82.0%-40.3pp |
| Annual return | 8.05% | 56.16%-48.1pp | 46.48%-38.4pp | 302.99%-294.9pp |
| Employer contribution / active EE | $0 | $4,176-100.0% | $3,660-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,583 | $4,958-68.1% | $4,371-63.8% | $5,983-73.5% |
| Admin fee / account holder | $1,283 | $7,249-82.3% | $5,948-78.4% | $11,252-88.6% |