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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 | $150,391 | $77,920+93.0% | $149,723+0.4% | $75,177+100.0% |
| Participation rate | 50.0% | 65.6%-15.6pp | 78.8%-28.8pp | 67.2%-17.2pp |
| Annual return | 22.74% | 31.72%-9.0pp | 134.50%-111.8pp | 160.75%-138.0pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,027 | $3,411+18.0% | $5,682-29.1% | $4,126-2.4% |
| Admin fee / account holder | $2,673 | $5,951-55.1% | $13,215-79.8% | $5,651-52.7% |