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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 | $208,528 | $63,365+229.1% | $91,994+126.7% | $72,975+185.8% |
| Participation rate | 53.8% | 72.5%-18.7pp | 78.6%-24.8pp | 69.5%-15.6pp |
| Annual return | 28.83% | 35.35%-6.5pp | 69.04%-40.2pp | 81.01%-52.2pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,453-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $8,189 | $4,883+67.7% | $5,924+38.2% | $3,608+127.0% |
| Admin fee / account holder | $1,543 | $4,670-66.9% | $7,744-80.1% | $5,124-69.9% |