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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 | $212,857 | $86,949+144.8% | $102,460+107.7% | $80,959+162.9% |
| Participation rate | 50.0% | 72.4%-22.4pp | 76.5%-26.5pp | 67.7%-17.7pp |
| Annual return | 18.98% | 18.89%+0.1pp | 29.47%-10.5pp | 35.67%-16.7pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,747 | $4,121-33.3% | $5,056-45.7% | $4,300-36.1% |
| Admin fee / account holder | $27,424 | $8,048+240.8% | $9,460+189.9% | $6,925+296.0% |