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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 | $190,064 | $124,330+52.9% | $109,173+74.1% | $167,536+13.4% |
| Participation rate | 33.3% | 79.5%-46.1pp | 75.9%-42.5pp | 82.1%-48.8pp |
| Annual return | 14.12% | 26.04%-11.9pp | 25.75%-11.6pp | 478.82%-464.7pp |
| Employer contribution / active EE | $671 | $4,209-84.1% | $3,723-82.0% | $4,839-86.1% |
| Participant deferral / active EE | $2,414 | $5,256-54.1% | $4,654-48.1% | $6,342-61.9% |
| Admin fee / account holder | $360 | $7,974-95.5% | $6,755-94.7% | $12,315-97.1% |