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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 | $167,537 | $71,215+135.3% | $93,696+78.8% | $80,935+107.0% |
| Participation rate | 51.3% | 60.4%-9.1pp | 68.7%-17.4pp | 67.7%-16.4pp |
| Annual return | 15.82% | 11.27%+4.6pp | 133.74%-117.9pp | 35.66%-19.8pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,422-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,929 | $4,037-2.7% | $4,417-11.1% | $4,299-8.6% |
| Admin fee / account holder | $2,801 | $6,958-59.7% | $8,287-66.2% | $6,924-59.6% |