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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 | $217,203 | $106,749+103.5% | $145,433+49.3% | $82,448+163.4% |
| Participation rate | 59.2% | 75.6%-16.5pp | 82.1%-23.0pp | 68.1%-8.9pp |
| Annual return | 15.79% | 27.59%-11.8pp | 66.58%-50.8pp | 41.64%-25.9pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $6,101 | $6,519-6.4% | $7,897-22.7% | $4,139+47.4% |
| Admin fee / account holder | $35,298 | $8,390+320.7% | $13,129+168.9% | $7,234+387.9% |