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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 | $141,814 | $63,346+123.9% | $92,240+53.7% | $70,126+102.2% |
| Participation rate | 56.3% | 68.7%-12.4pp | 76.5%-20.2pp | 69.5%-13.3pp |
| Annual return | 17.33% | 530.19%-512.9pp | 176.29%-159.0pp | 73.15%-55.8pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,833 | $2,854-35.8% | $3,897-53.0% | $3,332-45.0% |
| Admin fee / account holder | $3,517 | $3,841-8.4% | $5,194-32.3% | $4,645-24.3% |