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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 | $218,226 | $84,236+159.1% | $170,435+28.0% | $70,126+211.2% |
| Participation rate | 51.1% | 70.8%-19.7pp | 83.6%-32.5pp | 69.5%-18.4pp |
| Annual return | 18.50% | 23.06%-4.6pp | 205.94%-187.4pp | 73.15%-54.6pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $7,720 | $3,086+150.2% | $4,939+56.3% | $3,332+131.7% |
| Admin fee / account holder | $4,141 | $5,698-27.3% | $13,881-70.2% | $4,645-10.9% |