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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 | $155,680 | $70,366+121.2% | $66,674+133.5% | $138,895+12.1% |
| Participation rate | 44.4% | 76.2%-31.7pp | 73.7%-29.2pp | 79.9%-35.5pp |
| Annual return | 13.31% | 386.41%-373.1pp | 321.24%-307.9pp | 145.39%-132.1pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,221 | $4,374-3.5% | $4,084+3.4% | $6,396-34.0% |
| Admin fee / account holder | $1,049 | $5,262-80.1% | $5,098-79.4% | $12,562-91.7% |