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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 | $172,347 | $115,796+48.8% | $101,264+70.2% | $158,950+8.4% |
| Participation rate | 42.9% | 79.4%-36.5pp | 75.8%-32.9pp | 82.0%-39.1pp |
| Annual return | 13.25% | 56.15%-42.9pp | 46.48%-33.2pp | 302.91%-289.7pp |
| Employer contribution / active EE | $537 | $4,175-87.2% | $3,660-85.3% | $4,762-88.7% |
| Participant deferral / active EE | $1,475 | $4,958-70.2% | $4,370-66.2% | $5,983-75.3% |
| Admin fee / account holder | $39,439 | $7,247+444.2% | $5,947+563.2% | $11,248+250.6% |