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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 | $225,338 | $100,805+123.5% | $86,698+159.9% | $134,532+67.5% |
| Participation rate | 58.3% | 79.0%-20.6pp | 76.6%-18.3pp | 81.2%-22.9pp |
| Annual return | -18.24% | 29.09%-47.3pp | 35.95%-54.2pp | 418.27%-436.5pp |
| Employer contribution / active EE | $738 | $3,490-78.9% | $2,837-74.0% | $4,741-84.4% |
| Participant deferral / active EE | $3,191 | $5,339-40.2% | $4,656-31.5% | $6,401-50.1% |
| Admin fee / account holder | $7,055 | $10,925-35.4% | $7,493-5.8% | $11,429-38.3% |