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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 | $195,829 | $755,339-74.1% | $379,746-48.4% | $158,982+23.2% |
| Participation rate | 60.0% | 81.8%-21.8pp | 78.4%-18.4pp | 82.0%-22.0pp |
| Annual return | 10.44% | 53.41%-43.0pp | 34.90%-24.5pp | 302.99%-292.6pp |
| Employer contribution / active EE | $0 | $4,685-100.0% | $3,540-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $11,067 | $7,938+39.4% | $6,024+83.7% | $5,983+85.0% |
| Admin fee / account holder | $5,250 | $14,482-63.7% | $7,927-33.8% | $11,252-53.3% |