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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 | $158,486 | $91,167+73.8% | $178,498-11.2% | $79,858+98.5% |
| Participation rate | 28.6% | 69.2%-40.6pp | 81.9%-53.4pp | 69.6%-41.1pp |
| Annual return | 19.56% | 24.19%-4.6pp | 151.09%-131.5pp | 31.72%-12.2pp |
| Employer contribution / active EE | $0 | $3,255-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,877 | $3,236-11.1% | $5,202-44.7% | $3,740-23.1% |
| Admin fee / account holder | $2,134 | $6,747-68.4% | $13,985-84.7% | $5,306-59.8% |