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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 | $249,153 | $172,111+44.8% | $150,298+65.8% | $137,256+81.5% |
| Participation rate | 12.5% | 81.7%-69.2pp | 77.8%-65.3pp | 80.0%-67.5pp |
| Annual return | 16.98% | 69.37%-52.4pp | 62.79%-45.8pp | 220.34%-203.4pp |
| Employer contribution / active EE | $450 | $4,636-90.3% | $4,154-89.2% | $4,156-89.2% |
| Participant deferral / active EE | $3,875 | $6,166-37.2% | $5,453-28.9% | $6,407-39.5% |
| Admin fee / account holder | $5,878 | $16,471-64.3% | $14,116-58.4% | $12,270-52.1% |