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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 | $159,300 | $69,518+129.2% | $59,887+166.0% | $135,379+17.7% |
| Participation rate | 10.5% | 77.8%-67.3pp | 74.7%-64.2pp | 82.6%-72.1pp |
| Annual return | -6.66% | 7.95%-14.6pp | 3.46%-10.1pp | 519.79%-526.5pp |
| Employer contribution / active EE | $269 | $3,235-91.7% | $2,722-90.1% | $4,779-94.4% |
| Participant deferral / active EE | $1,250 | $4,204-70.3% | $3,402-63.3% | $5,609-77.7% |
| Admin fee / account holder | $10,889 | $5,734+89.9% | $3,591+203.2% | $10,828+0.6% |