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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 | $177,282 | $106,918+65.8% | $84,021+111.0% | $152,897+15.9% |
| Participation rate | 57.1% | 75.2%-18.1pp | 69.0%-11.9pp | 82.5%-25.3pp |
| Annual return | 25.09% | 105.01%-79.9pp | 71.32%-46.2pp | 345.43%-320.3pp |
| Employer contribution / active EE | $279 | $2,735-89.8% | $1,984-86.0% | $4,764-94.2% |
| Participant deferral / active EE | $4,221 | $4,012+5.2% | $3,239+30.3% | $5,851-27.9% |
| Admin fee / account holder | $4,223 | $8,288-49.1% | $6,102-30.8% | $11,599-63.6% |