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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 | $117,715 | $97,125+21.2% | $86,233+36.5% | $137,256-14.2% |
| Participation rate | 68.4% | 74.2%-5.8pp | 69.0%-0.6pp | 80.0%-11.5pp |
| Annual return | 10.88% | 74.19%-63.3pp | 61.39%-50.5pp | 220.34%-209.5pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,284 | $5,180-36.6% | $4,559-28.0% | $6,407-48.7% |
| Admin fee / account holder | $4,994 | $9,725-48.6% | $8,342-40.1% | $12,270-59.3% |