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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 | $186,938 | $70,684+164.5% | $169,390+10.4% | $75,173+148.7% |
| Participation rate | 61.1% | 64.8%-3.7pp | 77.2%-16.1pp | 67.2%-6.1pp |
| Annual return | 27.72% | 36.38%-8.7pp | 406.07%-378.4pp | 160.72%-133.0pp |
| Employer contribution / active EE | $0 | $2,211-100.0% | $4,013-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,163 | $4,310-3.4% | $6,222-33.1% | $4,126+0.9% |
| Admin fee / account holder | $1,035 | $5,404-80.9% | $9,015-88.5% | $5,651-81.7% |