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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 | $171,778 | $98,760+73.9% | $149,715+14.7% | $79,858+115.1% |
| Participation rate | 52.8% | 75.8%-23.0pp | 82.5%-29.7pp | 69.6%-16.9pp |
| Annual return | 21.62% | 27.43%-5.8pp | 276.66%-255.0pp | 31.72%-10.1pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,765 | $5,681+1.5% | $6,842-15.7% | $3,740+54.1% |
| Admin fee / account holder | $8,572 | $6,053+41.6% | $9,310-7.9% | $5,306+61.6% |