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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 | $139,514 | $93,345+49.5% | $119,126+17.1% | $87,485+59.5% |
| Participation rate | 69.2% | 68.7%+0.5pp | 75.8%-6.5pp | 68.9%+0.3pp |
| Annual return | 17.18% | 19.08%-1.9pp | 282.11%-264.9pp | 26.06%-8.9pp |
| Employer contribution / active EE | $0 | $3,172-100.0% | $4,034-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,628 | $4,099+61.7% | $5,318+24.6% | $4,274+55.1% |
| Admin fee / account holder | $4,462 | $8,039-44.5% | $10,693-58.3% | $7,775-42.6% |