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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 | $160,690 | $98,760+62.7% | $149,715+7.3% | $79,858+101.2% |
| Participation rate | 65.0% | 75.8%-10.8pp | 82.5%-17.5pp | 69.6%-4.6pp |
| Annual return | 14.13% | 27.43%-13.3pp | 276.66%-262.5pp | 31.72%-17.6pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,062 | $5,681-10.9% | $6,842-26.0% | $3,740+35.4% |
| Admin fee / account holder | $31,461 | $6,053+419.7% | $9,310+237.9% | $5,306+492.9% |