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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 | $128,267 | $83,908+52.9% | $68,509+87.2% | $125,389+2.3% |
| Participation rate | 50.0% | 78.2%-28.2pp | 74.7%-24.7pp | 83.2%-33.2pp |
| Annual return | -1.93% | 14.48%-16.4pp | 8.27%-10.2pp | 282.24%-284.2pp |
| Employer contribution / active EE | $360 | $3,031-88.1% | $2,278-84.2% | $4,866-92.6% |
| Participant deferral / active EE | $4,585 | $4,125+11.1% | $3,382+35.5% | $5,352-14.3% |
| Admin fee / account holder | $3,667 | $8,982-59.2% | $5,275-30.5% | $9,541-61.6% |