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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 | $190,838 | $148,582+28.4% | $135,942+40.4% | $139,456+36.8% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 15.95% | 79.26%-63.3pp | 68.28%-52.3pp | 373.45%-357.5pp |
| Employer contribution / active EE | $329 | $5,245-93.7% | $4,858-93.2% | $4,753-93.1% |
| Participant deferral / active EE | $5,746 | $8,101-29.1% | $7,759-25.9% | $6,711-14.4% |
| Admin fee / account holder | $2,127 | $12,402-82.8% | $10,764-80.2% | $11,407-81.4% |