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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 | $165,502 | $87,733+88.6% | $106,554+55.3% | $85,851+92.8% |
| Participation rate | 54.5% | 71.9%-17.4pp | 76.1%-21.6pp | 69.3%-14.8pp |
| Annual return | 14.80% | 21.86%-7.1pp | 26.80%-12.0pp | 318.63%-303.8pp |
| Employer contribution / active EE | $0 | $2,073-100.0% | $2,819-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,996 | $3,469+15.2% | $4,398-9.1% | $3,952+1.1% |
| Admin fee / account holder | $1,616 | $6,767-76.1% | $7,408-78.2% | $6,261-74.2% |