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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 | $175,944 | $115,225+52.7% | $100,712+74.7% | $138,895+26.7% |
| Participation rate | 63.2% | 74.3%-11.2pp | 69.3%-6.1pp | 79.9%-16.8pp |
| Annual return | 12.70% | 40.35%-27.7pp | 33.27%-20.6pp | 145.39%-132.7pp |
| Employer contribution / active EE | $0 | $2,771-100.0% | $2,313-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,503 | $4,699-68.0% | $4,085-63.2% | $6,396-76.5% |
| Admin fee / account holder | $5,301 | $10,844-51.1% | $9,256-42.7% | $12,562-57.8% |