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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 | $157,060 | $51,638+204.2% | $68,368+129.7% | $82,448+90.5% |
| Participation rate | 21.0% | 63.6%-42.6pp | 73.8%-52.8pp | 68.1%-47.1pp |
| Annual return | 17.45% | 37.53%-20.1pp | 292.57%-275.1pp | 41.64%-24.2pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,580 | $2,914+22.9% | $4,123-13.2% | $4,139-13.5% |
| Admin fee / account holder | $9,316 | $4,643+100.6% | $5,150+80.9% | $7,234+28.8% |