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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 | $132,297 | $80,992+63.3% | $96,534+37.0% | $75,173+76.0% |
| Participation rate | 34.3% | 71.8%-37.5pp | 76.0%-41.7pp | 67.2%-32.9pp |
| Annual return | 17.08% | 27.05%-10.0pp | 25.88%-8.8pp | 160.72%-143.6pp |
| Employer contribution / active EE | $0 | $2,283-100.0% | $2,965-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,824 | $3,929-2.7% | $4,851-21.2% | $4,126-7.3% |
| Admin fee / account holder | $4,347 | $6,717-35.3% | $8,253-47.3% | $5,651-23.1% |