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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 | $199,450 | $101,752+96.0% | $164,928+20.9% | $80,911+146.5% |
| Participation rate | 43.8% | 71.8%-28.1pp | 78.6%-34.9pp | 67.6%-23.9pp |
| Annual return | 24.78% | 16.73%+8.0pp | 70.08%-45.3pp | 35.63%-10.9pp |
| Employer contribution / active EE | $0 | $2,953-100.0% | $4,343-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,560 | $4,477+1.9% | $6,034-24.4% | $4,297+6.1% |
| Admin fee / account holder | $1,738 | $8,218-78.9% | $12,684-86.3% | $6,935-74.9% |