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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 | $206,960 | $126,661+63.4% | $113,397+82.5% | $138,895+49.0% |
| Participation rate | 44.4% | 79.4%-35.0pp | 76.5%-32.1pp | 79.9%-35.5pp |
| Annual return | 13.14% | 25.05%-11.9pp | 23.20%-10.1pp | 145.39%-132.3pp |
| Employer contribution / active EE | $0 | $3,456-100.0% | $2,977-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,053 | $5,693-46.4% | $5,076-39.9% | $6,396-52.3% |
| Admin fee / account holder | $31,709 | $14,549+117.9% | $11,957+165.2% | $12,562+152.4% |