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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 | $157,390 | $100,792+56.2% | $86,691+81.6% | $134,509+17.0% |
| Participation rate | 46.7% | 78.9%-32.3pp | 76.6%-29.9pp | 81.2%-34.6pp |
| Annual return | 12.28% | 29.08%-16.8pp | 35.94%-23.7pp | 418.13%-405.9pp |
| Employer contribution / active EE | $0 | $3,491-100.0% | $2,837-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,038 | $5,339-24.4% | $4,656-13.3% | $6,400-36.9% |
| Admin fee / account holder | $1,210 | $10,924-88.9% | $7,492-83.9% | $11,427-89.4% |