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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 | $106,524+103.9% | $152,301+42.6% | $87,485+148.3% |
| Participation rate | 59.2% | 75.8%-16.6pp | 82.4%-23.3pp | 68.9%-9.8pp |
| Annual return | 15.79% | 26.89%-11.1pp | 80.50%-64.7pp | 26.06%-10.3pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,101 | $6,525-6.5% | $8,004-23.8% | $4,274+42.8% |
| Admin fee / account holder | $35,298 | $8,287+326.0% | $14,398+145.2% | $7,775+354.0% |