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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 | $141,502 | $99,875+41.7% | $146,866-3.7% | $86,983+62.7% |
| Participation rate | 65.9% | 75.8%-9.9pp | 82.5%-16.6pp | 69.5%-3.6pp |
| Annual return | 16.65% | 28.10%-11.5pp | 102.85%-86.2pp | 25.83%-9.2pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $10,240 | $6,322+62.0% | $7,759+32.0% | $4,194+144.2% |
| Admin fee / account holder | $11,077 | $7,838+41.3% | $13,620-18.7% | $7,856+41.0% |