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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 | $147,373 | $83,485+76.5% | $125,195+17.7% | $72,976+101.9% |
| Participation rate | 45.3% | 73.3%-28.0pp | 79.8%-34.5pp | 69.5%-24.2pp |
| Annual return | 24.19% | 25.77%-1.6pp | 43.79%-19.6pp | 81.02%-56.8pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $3,866-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,365 | $3,586+49.6% | $4,937+8.7% | $3,608+48.7% |
| Admin fee / account holder | $2,397 | $5,518-56.6% | $9,704-75.3% | $5,124-53.2% |