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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 | $163,229 | $105,284+55.0% | $150,734+8.3% | $94,015+73.6% |
| Participation rate | 34.3% | 71.7%-37.4pp | 78.4%-44.2pp | 70.8%-36.5pp |
| Annual return | 11.42% | 15.67%-4.2pp | 600.81%-589.4pp | 17.84%-6.4pp |
| Employer contribution / active EE | $0 | $3,599-100.0% | $4,918-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $3,491 | $4,274-18.3% | $5,610-37.8% | $4,249-17.9% |
| Admin fee / account holder | $10,736 | $9,839+9.1% | $14,905-28.0% | $8,951+19.9% |