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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 | $129,247 | $115,225+12.2% | $100,712+28.3% | $138,895-6.9% |
| Participation rate | 36.4% | 74.3%-38.0pp | 69.3%-32.9pp | 79.9%-43.6pp |
| Annual return | 9.80% | 40.35%-30.6pp | 33.27%-23.5pp | 145.39%-135.6pp |
| Employer contribution / active EE | $0 | $2,771-100.0% | $2,313-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,998 | $4,699-14.9% | $4,085-2.1% | $6,396-37.5% |
| Admin fee / account holder | $11,167 | $10,844+3.0% | $9,256+20.6% | $12,562-11.1% |