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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 | $164,583 | $152,460+8.0% | $118,746+38.6% | $147,586+11.5% |
| Participation rate | 50.0% | 82.3%-32.3pp | 78.3%-28.3pp | 82.8%-32.8pp |
| Annual return | 11.72% | 17.41%-5.7pp | 24.54%-12.8pp | 578.59%-566.9pp |
| Employer contribution / active EE | $0 | $5,046-100.0% | $4,193-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $7,646 | $6,212+23.1% | $5,332+43.4% | $5,439+40.6% |
| Admin fee / account holder | $15,508 | $16,953-8.5% | $10,720+44.7% | $10,886+42.5% |