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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 | $129,737+45.5% | $119,126+58.4% | $154,746+22.0% |
| Participation rate | 21.4% | 78.9%-57.4pp | 75.8%-54.3pp | 80.7%-59.3pp |
| Annual return | 15.38% | 379.08%-363.7pp | 282.11%-266.7pp | 172.34%-157.0pp |
| Employer contribution / active EE | $547 | $4,375-87.5% | $4,034-86.4% | $4,379-87.5% |
| Participant deferral / active EE | $2,829 | $5,842-51.6% | $5,318-46.8% | $6,730-58.0% |
| Admin fee / account holder | $1,791 | $11,961-85.0% | $10,693-83.2% | $14,365-87.5% |