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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 | $225,596 | $80,992+178.5% | $96,534+133.7% | $75,173+200.1% |
| Participation rate | 46.9% | 71.8%-24.9pp | 76.0%-29.1pp | 67.2%-20.3pp |
| Annual return | 14.91% | 27.05%-12.1pp | 25.88%-11.0pp | 160.72%-145.8pp |
| Employer contribution / active EE | $0 | $2,283-100.0% | $2,965-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $5,198 | $3,929+32.3% | $4,851+7.2% | $4,126+26.0% |
| Admin fee / account holder | $4,592 | $6,717-31.6% | $8,253-44.4% | $5,651-18.7% |