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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 | $152,300 | $115,225+32.2% | $100,712+51.2% | $138,895+9.7% |
| Participation rate | 63.6% | 74.3%-10.7pp | 69.3%-5.6pp | 79.9%-16.3pp |
| Annual return | 15.30% | 40.35%-25.1pp | 33.27%-18.0pp | 145.39%-130.1pp |
| Employer contribution / active EE | $0 | $2,771-100.0% | $2,313-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,447 | $4,699-5.4% | $4,085+8.9% | $6,396-30.5% |
| Admin fee / account holder | $13,732 | $10,844+26.6% | $9,256+48.4% | $12,562+9.3% |