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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 | $164,768 | $95,915+71.8% | $79,580+107.0% | $134,532+22.5% |
| Participation rate | 57.1% | 75.0%-17.9pp | 69.5%-12.3pp | 81.2%-24.1pp |
| Annual return | -13.67% | -2.71%-11.0pp | 0.15%-13.8pp | 418.27%-431.9pp |
| Employer contribution / active EE | $365 | $3,129-88.3% | $2,413-84.9% | $4,741-92.3% |
| Participant deferral / active EE | $4,135 | $4,693-11.9% | $3,985+3.8% | $6,401-35.4% |
| Admin fee / account holder | $2,103 | $9,132-77.0% | $6,835-69.2% | $11,429-81.6% |