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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 | $126,010 | $93,346+35.0% | $71,796+75.5% | $273,972-54.0% |
| Participation rate | 63.6% | 76.5%-12.9pp | 69.1%-5.5pp | 83.0%-19.4pp |
| Annual return | 6.12% | 130.39%-124.3pp | 78.04%-71.9pp | 41.46%-35.3pp |
| Employer contribution / active EE | $0 | $2,733-100.0% | $1,924-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,328 | $3,475-61.8% | $2,794-52.5% | $5,287-74.9% |
| Admin fee / account holder | $3,505 | $6,571-46.7% | $4,815-27.2% | $10,133-65.4% |