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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 | $175,611 | $86,288+103.5% | $111,306+57.8% | $85,851+104.6% |
| Participation rate | 68.0% | 73.3%-5.3pp | 77.3%-9.3pp | 69.3%-1.3pp |
| Annual return | 15.86% | 19.99%-4.1pp | 54.67%-38.8pp | 318.63%-302.8pp |
| Employer contribution / active EE | $0 | $2,044-100.0% | $2,732-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $5,060 | $3,641+39.0% | $4,488+12.8% | $3,952+28.0% |
| Admin fee / account holder | $857 | $8,189-89.5% | $7,966-89.2% | $6,261-86.3% |