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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 | $172,689 | $114,119+51.3% | $107,187+61.1% | $138,895+24.3% |
| Participation rate | 20.0% | 78.1%-58.1pp | 75.0%-55.0pp | 79.9%-59.9pp |
| Annual return | 14.21% | 273.21%-259.0pp | 204.55%-190.3pp | 145.39%-131.2pp |
| Employer contribution / active EE | $0 | $4,059-100.0% | $3,782-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $8,096 | $5,538+46.2% | $5,096+58.9% | $6,396+26.6% |
| Admin fee / account holder | $2,657 | $10,024-73.5% | $9,162-71.0% | $12,562-78.9% |