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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 | $227,399+9.6% | $189,758+31.3% | $198,609+25.4% |
| Participation rate | 12.5% | 84.0%-71.5pp | 79.8%-67.3pp | 82.4%-69.9pp |
| Annual return | 16.98% | 61.03%-44.1pp | 52.62%-35.6pp | 202.70%-185.7pp |
| Employer contribution / active EE | $450 | $5,526-91.9% | $4,767-90.6% | $5,055-91.1% |
| Participant deferral / active EE | $3,875 | $6,837-43.3% | $5,856-33.8% | $6,977-44.5% |
| Admin fee / account holder | $5,878 | $25,162-76.6% | $20,388-71.2% | $19,030-69.1% |