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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 | $212,890 | $185,312+14.9% | $161,489+31.8% | $154,746+37.6% |
| Participation rate | 37.5% | 82.5%-45.0pp | 78.7%-41.2pp | 80.7%-43.2pp |
| Annual return | 11.76% | 103.84%-92.1pp | 89.72%-78.0pp | 172.34%-160.6pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,504 | $6,350-60.6% | $5,630-55.5% | $6,730-62.8% |
| Admin fee / account holder | $8,919 | $18,654-52.2% | $16,006-44.3% | $14,365-37.9% |