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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 | $180,456 | $104,251+73.1% | $91,004+98.3% | $147,586+22.3% |
| Participation rate | 54.5% | 78.2%-23.7pp | 75.6%-21.1pp | 82.8%-28.3pp |
| Annual return | 16.07% | 27.06%-11.0pp | 4.60%+11.5pp | 578.59%-562.5pp |
| Employer contribution / active EE | $0 | $3,116-100.0% | $2,456-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $5,223 | $4,195+24.5% | $3,548+47.2% | $5,439-4.0% |
| Admin fee / account holder | $2,294 | $8,948-74.4% | $5,417-57.6% | $10,886-78.9% |