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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 | $211,732 | $114,119+85.5% | $107,187+97.5% | $138,895+52.4% |
| Participation rate | 42.9% | 78.1%-35.2pp | 75.0%-32.2pp | 79.9%-37.1pp |
| Annual return | 12.42% | 273.21%-260.8pp | 204.55%-192.1pp | 145.39%-133.0pp |
| Employer contribution / active EE | $680 | $4,059-83.3% | $3,782-82.0% | $4,194-83.8% |
| Participant deferral / active EE | $3,674 | $5,538-33.7% | $5,096-27.9% | $6,396-42.6% |
| Admin fee / account holder | $2,324 | $10,024-76.8% | $9,162-74.6% | $12,562-81.5% |