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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 | $137,669 | $65,367+110.6% | $92,915+48.2% | $72,976+88.7% |
| Participation rate | 69.4% | 68.3%+1.1pp | 76.0%-6.6pp | 69.5%0pp |
| Annual return | 21.54% | 42.11%-20.6pp | 109.45%-87.9pp | 81.02%-59.5pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,868 | $3,128+23.6% | $4,238-8.7% | $3,608+7.2% |
| Admin fee / account holder | $2,001 | $4,251-52.9% | $5,796-65.5% | $5,124-61.0% |