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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 | $199,042 | $112,915+76.3% | $90,965+118.8% | $158,950+25.2% |
| Participation rate | 47.4% | 74.7%-27.4pp | 69.0%-21.6pp | 82.0%-34.6pp |
| Annual return | 12.61% | 215.75%-203.1pp | 134.57%-122.0pp | 302.91%-290.3pp |
| Employer contribution / active EE | $0 | $2,894-100.0% | $2,122-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,709 | $4,128+14.1% | $3,373+39.6% | $5,983-21.3% |
| Admin fee / account holder | $14,970 | $8,044+86.1% | $5,960+151.2% | $11,248+33.1% |