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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 | $178,669 | $110,278+62.0% | $95,740+86.6% | $139,466+28.1% |
| Participation rate | 60.0% | 75.7%-15.7pp | 72.3%-12.3pp | 80.3%-20.3pp |
| Annual return | 22.62% | 27.19%-4.6pp | 28.41%-5.8pp | 373.66%-351.0pp |
| Employer contribution / active EE | $0 | $3,260-100.0% | $2,836-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $2,456 | $4,674-47.5% | $4,244-42.1% | $6,712-63.4% |
| Admin fee / account holder | $1,101 | $6,613-83.4% | $5,676-80.6% | $11,409-90.4% |