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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 | $125,107 | $57,352+118.1% | $83,830+49.2% | $64,173+95.0% |
| Participation rate | 62.5% | 68.6%-6.1pp | 76.1%-13.6pp | 69.6%-7.1pp |
| Annual return | -7.12% | 11.38%-18.5pp | 850.97%-858.1pp | 7.63%-14.8pp |
| Employer contribution / active EE | $0 | $2,546-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,818 | $2,993+27.6% | $4,082-6.5% | $3,470+10.0% |
| Admin fee / account holder | $5,096 | $4,046+26.0% | $5,479-7.0% | $4,887+4.3% |