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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 | $122,367 | $93,617+30.7% | $135,982-10.0% | $75,177+62.8% |
| Participation rate | 67.7% | 75.2%-7.5pp | 81.9%-14.2pp | 67.2%+0.5pp |
| Annual return | 19.52% | 30.89%-11.4pp | 68.32%-48.8pp | 160.75%-141.2pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $13,528 | $6,406+111.2% | $7,760+74.3% | $4,126+227.8% |
| Admin fee / account holder | $5,211 | $6,980-25.3% | $10,767-51.6% | $5,651-7.8% |