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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 | $188,722 | $111,535+69.2% | $105,223+79.4% | $137,256+37.5% |
| Participation rate | 21.4% | 78.1%-56.7pp | 75.0%-53.6pp | 80.0%-58.5pp |
| Annual return | 15.38% | 237.85%-222.5pp | 180.65%-165.3pp | 220.34%-205.0pp |
| Employer contribution / active EE | $547 | $3,939-86.1% | $3,689-85.2% | $4,156-86.8% |
| Participant deferral / active EE | $2,829 | $5,500-48.6% | $5,072-44.2% | $6,407-55.9% |
| Admin fee / account holder | $1,791 | $9,721-81.6% | $8,859-79.8% | $12,270-85.4% |