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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 | $202,838 | $76,551+165.0% | $123,894+63.7% | $62,881+222.6% |
| Participation rate | 53.8% | 73.0%-19.1pp | 81.4%-27.6pp | 69.3%-15.5pp |
| Annual return | 11.79% | 18.68%-6.9pp | 47.52%-35.7pp | 20.14%-8.4pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $8,820 | $4,840+82.2% | $5,984+47.4% | $3,203+175.4% |
| Admin fee / account holder | $7,261 | $4,826+50.5% | $8,357-13.1% | $4,296+69.0% |