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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 | $200,352 | $125,778+59.3% | $114,563+74.9% | $154,746+29.5% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.9%-6.2pp | 80.7%-14.0pp |
| Annual return | 11.98% | 295.14%-283.2pp | 241.09%-229.1pp | 172.34%-160.4pp |
| Employer contribution / active EE | $0 | $2,806-100.0% | $2,592-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,917 | $4,445-11.9% | $4,142-5.4% | $6,730-41.8% |
| Admin fee / account holder | $13,048 | $8,190+59.3% | $7,623+71.2% | $14,365-9.2% |