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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 | $119,973 | $89,364+34.3% | $141,177-15.0% | $72,983+64.4% |
| Participation rate | 59.0% | 75.1%-16.1pp | 82.5%-23.5pp | 69.5%-10.5pp |
| Annual return | 23.67% | 111.86%-88.2pp | 71.40%-47.7pp | 81.01%-57.3pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,562 | $5,419-15.8% | $6,710-32.0% | $3,608+26.4% |
| Admin fee / account holder | $2,028 | $5,959-66.0% | $10,263-80.2% | $5,124-60.4% |