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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 | $216,008 | $93,589+130.8% | $135,942+58.9% | $75,181+187.3% |
| Participation rate | 65.4% | 75.2%-9.8pp | 81.9%-16.5pp | 67.2%-1.8pp |
| Annual return | 20.20% | 30.90%-10.7pp | 68.28%-48.1pp | 160.69%-140.5pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,858-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $6,175 | $6,405-3.6% | $7,759-20.4% | $4,126+49.7% |
| Admin fee / account holder | $5,100 | $6,977-26.9% | $10,764-52.6% | $5,650-9.7% |