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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 | $121,582 | $86,288+40.9% | $111,306+9.2% | $85,851+41.6% |
| Participation rate | 59.3% | 73.3%-14.1pp | 77.3%-18.1pp | 69.3%-10.1pp |
| Annual return | 14.91% | 19.99%-5.1pp | 54.67%-39.8pp | 318.63%-303.7pp |
| Employer contribution / active EE | $0 | $2,044-100.0% | $2,732-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,844 | $3,641+5.6% | $4,488-14.4% | $3,952-2.8% |
| Admin fee / account holder | $4,280 | $8,189-47.7% | $7,966-46.3% | $6,261-31.6% |