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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 | $140,546 | $101,618+38.3% | $93,063+51.0% | $137,256+2.4% |
| Participation rate | 50.0% | 74.9%-24.9pp | 72.1%-22.1pp | 80.0%-30.0pp |
| Annual return | 10.45% | 223.95%-213.5pp | 34.15%-23.7pp | 220.34%-209.9pp |
| Employer contribution / active EE | $0 | $2,707-100.0% | $2,476-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,600 | $4,279-15.9% | $3,958-9.0% | $6,407-43.8% |
| Admin fee / account holder | $2,280 | $6,198-63.2% | $6,033-62.2% | $12,270-81.4% |