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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 | $157,560 | $83,485+88.7% | $125,192+25.9% | $72,975+115.9% |
| Participation rate | 38.2% | 73.3%-35.1pp | 79.8%-41.5pp | 69.5%-31.3pp |
| Annual return | 21.81% | 25.77%-4.0pp | 43.79%-22.0pp | 81.01%-59.2pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $3,866-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,757 | $3,586-23.1% | $4,937-44.2% | $3,608-23.6% |
| Admin fee / account holder | $4,313 | $5,518-21.8% | $9,704-55.5% | $5,124-15.8% |