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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 | $134,332 | $105,284+27.6% | $150,734-10.9% | $94,015+42.9% |
| Participation rate | 26.6% | 71.7%-45.2pp | 78.4%-51.9pp | 70.8%-44.3pp |
| Annual return | 11.80% | 15.67%-3.9pp | 600.81%-589.0pp | 17.84%-6.0pp |
| Employer contribution / active EE | $0 | $3,599-100.0% | $4,918-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $1,995 | $4,274-53.3% | $5,610-64.4% | $4,249-53.1% |
| Admin fee / account holder | $5,581 | $9,839-43.3% | $14,905-62.6% | $8,951-37.7% |