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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 | $198,284 | $100,970+96.4% | $96,576+105.3% | $137,256+44.5% |
| Participation rate | 40.0% | 82.6%-42.6pp | 81.4%-41.4pp | 80.0%-40.0pp |
| Annual return | 14.46% | 38.16%-23.7pp | 38.47%-24.0pp | 220.34%-205.9pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,390 | $8,286-47.0% | $7,956-44.8% | $6,407-31.5% |
| Admin fee / account holder | $39,014 | $11,312+244.9% | $11,381+242.8% | $12,270+218.0% |