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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 | $220,016 | $110,212+99.6% | $96,534+127.9% | $139,466+57.8% |
| Participation rate | 58.8% | 78.1%-19.3pp | 76.0%-17.2pp | 80.3%-21.5pp |
| Annual return | 11.70% | 26.42%-14.7pp | 25.88%-14.2pp | 373.66%-362.0pp |
| Employer contribution / active EE | $0 | $3,620-100.0% | $2,965-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $2,969 | $5,547-46.5% | $4,851-38.8% | $6,712-55.8% |
| Admin fee / account holder | $29,123 | $11,599+151.1% | $8,253+252.9% | $11,409+155.3% |