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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 | $163,109 | $65,027+150.8% | $90,970+79.3% | $79,852+104.3% |
| Participation rate | 35.3% | 61.6%-26.3pp | 69.0%-33.7pp | 69.6%-34.3pp |
| Annual return | 13.21% | 30.45%-17.2pp | 134.58%-121.4pp | 31.72%-18.5pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,383 | $2,512-5.1% | $3,373-29.4% | $3,740-36.3% |
| Admin fee / account holder | $3,256 | $4,535-28.2% | $5,960-45.4% | $5,306-38.6% |