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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 | $142,751 | $58,258+145.0% | $81,820+74.5% | $80,925+76.4% |
| Participation rate | 32.0% | 63.5%-31.5pp | 72.4%-40.4pp | 67.7%-35.7pp |
| Annual return | 22.67% | 41.76%-19.1pp | 777.93%-755.3pp | 35.65%-13.0pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $2,915-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,248 | $3,284+29.4% | $4,323-1.7% | $4,299-1.2% |
| Admin fee / account holder | $7,058 | $4,976+41.8% | $7,391-4.5% | $6,940+1.7% |