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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 | $219,041 | $131,835+66.1% | $108,582+101.7% | $273,972-20.0% |
| Participation rate | 40.0% | 83.5%-43.5pp | 79.6%-39.6pp | 83.0%-43.0pp |
| Annual return | 7.47% | -91.57%+99.0pp | -51.70%+59.2pp | 41.46%-34.0pp |
| Employer contribution / active EE | $531 | $4,913-89.2% | $3,758-85.9% | $4,869-89.1% |
| Participant deferral / active EE | $5,752 | $5,127+12.2% | $4,311+33.4% | $5,287+8.8% |
| Admin fee / account holder | $111,014 | $10,253+982.8% | $7,645+1352.1% | $10,133+995.6% |