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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 | $178,830 | $98,766+81.1% | $149,730+19.4% | $79,852+124.0% |
| Participation rate | 56.3% | 75.8%-19.5pp | 82.5%-26.2pp | 69.6%-13.4pp |
| Annual return | 12.55% | 27.43%-14.9pp | 276.70%-264.2pp | 31.72%-19.2pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $7,404 | $5,681+30.3% | $6,843+8.2% | $3,740+97.9% |
| Admin fee / account holder | $12,260 | $6,052+102.6% | $9,310+31.7% | $5,306+131.0% |