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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 | $199,522 | $138,393+44.2% | $184,256+8.3% | $80,959+146.4% |
| Participation rate | 44.4% | 83.9%-39.5pp | 86.8%-42.4pp | 67.7%-23.2pp |
| Annual return | 24.97% | 20.01%+5.0pp | 28.85%-3.9pp | 35.67%-10.7pp |
| Employer contribution / active EE | $0 | $4,847-100.0% | $6,427-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $9,052 | $7,076+27.9% | $9,133-0.9% | $4,300+110.5% |
| Admin fee / account holder | $5,353 | $10,489-49.0% | $13,899-61.5% | $6,925-22.7% |