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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 | $119,184 | $99,994+19.2% | $146,647-18.7% | $85,851+38.8% |
| Participation rate | 62.5% | 73.1%-10.6pp | 80.1%-17.6pp | 69.3%-6.8pp |
| Annual return | 15.05% | 18.93%-3.9pp | 22.75%-7.7pp | 318.63%-303.6pp |
| Employer contribution / active EE | $0 | $2,559-100.0% | $4,137-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $6,103 | $4,006+52.4% | $5,506+10.8% | $3,952+54.4% |
| Admin fee / account holder | $2,604 | $7,703-66.2% | $10,281-74.7% | $6,261-58.4% |