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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 | $150,423 | $101,778+47.8% | $164,975-8.8% | $80,925+85.9% |
| Participation rate | 36.2% | 71.8%-35.7pp | 78.6%-42.4pp | 67.7%-31.5pp |
| Annual return | 15.35% | 16.73%-1.4pp | 70.12%-54.8pp | 35.65%-20.3pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,343-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $6,240 | $4,477+39.4% | $6,033+3.4% | $4,299+45.2% |
| Admin fee / account holder | $5,168 | $8,221-37.1% | $12,688-59.3% | $6,940-25.5% |