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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 | $175,752 | $95,453+84.1% | $112,040+56.9% | $82,448+113.2% |
| Participation rate | 24.0% | 72.8%-48.8pp | 76.5%-52.5pp | 68.1%-44.1pp |
| Annual return | 74.61% | 23.92%+50.7pp | 24.52%+50.1pp | 41.64%+33.0pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,160 | $4,224-48.9% | $5,098-57.6% | $4,139-47.8% |
| Admin fee / account holder | $6,232 | $9,013-30.9% | $12,098-48.5% | $7,234-13.9% |