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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 | $181,062+17.6% | $158,223+34.6% | $155,188+37.2% |
| Participation rate | 37.5% | 82.7%-45.2pp | 79.2%-41.7pp | 80.8%-43.3pp |
| Annual return | 11.76% | 57.39%-45.6pp | 52.09%-40.3pp | 148.84%-137.1pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $4,109-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,504 | $6,134-59.2% | $5,467-54.2% | $6,531-61.7% |
| Admin fee / account holder | $8,919 | $18,825-52.6% | $16,047-44.4% | $14,480-38.4% |