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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 | $216,832 | $63,861+239.5% | $104,639+107.2% | $79,856+171.5% |
| Participation rate | 61.3% | 64.9%-3.6pp | 74.1%-12.8pp | 69.6%-8.4pp |
| Annual return | 17.78% | 21.30%-3.5pp | 340.67%-322.9pp | 31.71%-13.9pp |
| Employer contribution / active EE | $0 | $1,588-100.0% | $2,682-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,454 | $2,693+65.4% | $3,738+19.2% | $3,741+19.1% |
| Admin fee / account holder | $20,381 | $4,185+387.0% | $6,465+215.2% | $5,306+284.1% |