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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 | $210,664 | $54,757+284.7% | $90,304+133.3% | $72,975+188.7% |
| Participation rate | 52.0% | 65.2%-13.2pp | 73.3%-21.3pp | 69.5%-17.5pp |
| Annual return | 26.61% | 30.63%-4.0pp | 78.13%-51.5pp | 81.01%-54.4pp |
| Employer contribution / active EE | $0 | $2,093-100.0% | $2,855-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,451 | $2,887-15.1% | $3,885-36.9% | $3,608-32.1% |
| Admin fee / account holder | $1,675 | $3,973-57.8% | $5,354-68.7% | $5,124-67.3% |