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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 | $158,569 | $91,525+73.3% | $130,026+22.0% | $75,181+110.9% |
| Participation rate | 48.7% | 71.4%-22.7pp | 78.5%-29.8pp | 67.2%-18.5pp |
| Annual return | 17.69% | -631.40%+649.1pp | -137.26%+154.9pp | 160.69%-143.0pp |
| Employer contribution / active EE | $299 | $2,844-89.5% | $4,321-93.1% | $2,671-88.8% |
| Participant deferral / active EE | $4,220 | $4,342-2.8% | $5,821-27.5% | $4,126+2.3% |
| Admin fee / account holder | $19,759 | $6,778+191.5% | $10,608+86.3% | $5,650+249.7% |