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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 | $127,677 | $86,288+48.0% | $111,306+14.7% | $85,851+48.7% |
| Participation rate | 60.0% | 73.3%-13.3pp | 77.3%-17.3pp | 69.3%-9.3pp |
| Annual return | 20.77% | 19.99%+0.8pp | 54.67%-33.9pp | 318.63%-297.9pp |
| Employer contribution / active EE | $0 | $2,044-100.0% | $2,732-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,560 | $3,641-29.7% | $4,488-42.9% | $3,952-35.2% |
| Admin fee / account holder | $627 | $8,189-92.3% | $7,966-92.1% | $6,261-90.0% |