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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 | $157,240 | $98,760+59.2% | $149,710+5.0% | $79,860+96.9% |
| Participation rate | 54.3% | 75.8%-21.5pp | 82.5%-28.2pp | 69.6%-15.3pp |
| Annual return | 40.92% | 27.43%+13.5pp | 276.63%-235.7pp | 31.72%+9.2pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,895 | $5,681-13.8% | $6,842-28.5% | $3,740+30.9% |
| Admin fee / account holder | $1,250 | $6,053-79.3% | $9,309-86.6% | $5,306-76.4% |