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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 | $149,304 | $93,589+59.5% | $135,942+9.8% | $75,181+98.6% |
| Participation rate | 57.1% | 75.2%-18.0pp | 81.9%-24.8pp | 67.2%-10.1pp |
| Annual return | 19.04% | 30.90%-11.9pp | 68.28%-49.2pp | 160.69%-141.7pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,858-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $5,845 | $6,405-8.7% | $7,759-24.7% | $4,126+41.7% |
| Admin fee / account holder | $8,921 | $6,977+27.9% | $10,764-17.1% | $5,650+57.9% |