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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 | $169,310 | $79,449+113.1% | $189,575-10.7% | $85,847+97.2% |
| Participation rate | 30.5% | 66.0%-35.5pp | 78.4%-47.9pp | 69.3%-38.8pp |
| Annual return | 13.84% | 18.45%-4.6pp | 64.19%-50.4pp | 318.61%-304.8pp |
| Employer contribution / active EE | $0 | $2,081-100.0% | $4,412-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,706 | $4,051-57.9% | $6,174-72.4% | $3,952-56.8% |
| Admin fee / account holder | $2,217 | $5,377-58.8% | $9,806-77.4% | $6,261-64.6% |