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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 | $139,302 | $70,430+97.8% | $96,572+44.2% | $85,851+62.3% |
| Participation rate | 46.4% | 61.8%-15.4pp | 69.8%-23.4pp | 69.3%-22.9pp |
| Annual return | 19.32% | 18.58%+0.7pp | 37.79%-18.5pp | 318.63%-299.3pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,357-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,536 | $2,894+22.2% | $3,850-8.2% | $3,952-10.5% |
| Admin fee / account holder | $1,662 | $4,996-66.7% | $6,183-73.1% | $6,261-73.5% |