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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 | $152,043 | $102,422+48.4% | $147,117+3.3% | $80,959+87.8% |
| Participation rate | 36.7% | 75.9%-39.2pp | 82.2%-45.5pp | 67.7%-31.0pp |
| Annual return | 13.85% | 135.16%-121.3pp | 420.54%-406.7pp | 35.67%-21.8pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,354 | $6,652-34.5% | $8,065-46.0% | $4,300+1.3% |
| Admin fee / account holder | $5,009 | $7,953-37.0% | $12,993-61.4% | $6,925-27.7% |