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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 | $145,725 | $80,992+79.9% | $96,534+51.0% | $75,173+93.9% |
| Participation rate | 43.5% | 71.8%-28.3pp | 76.0%-32.5pp | 67.2%-23.7pp |
| Annual return | 17.98% | 27.05%-9.1pp | 25.88%-7.9pp | 160.72%-142.7pp |
| Employer contribution / active EE | $0 | $2,283-100.0% | $2,965-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,288 | $3,929-16.3% | $4,851-32.2% | $4,126-20.3% |
| Admin fee / account holder | $3,653 | $6,717-45.6% | $8,253-55.7% | $5,651-35.4% |