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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 | $197,254 | $98,776+99.7% | $149,745+31.7% | $79,856+147.0% |
| Participation rate | 42.4% | 75.8%-33.4pp | 82.5%-40.1pp | 69.6%-27.2pp |
| Annual return | 13.76% | 27.38%-13.6pp | 276.72%-263.0pp | 31.71%-18.0pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,725 | $5,681-34.4% | $6,843-45.6% | $3,741-0.4% |
| Admin fee / account holder | $3,276 | $6,053-45.9% | $9,312-64.8% | $5,306-38.3% |