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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 | $112,861 | $57,352+96.8% | $83,830+34.6% | $64,173+75.9% |
| Participation rate | 17.9% | 68.6%-50.7pp | 76.1%-58.2pp | 69.6%-51.6pp |
| Annual return | -4.76% | 11.38%-16.1pp | 850.97%-855.7pp | 7.63%-12.4pp |
| Employer contribution / active EE | $516 | $2,546-79.7% | $3,631-85.8% | $2,381-78.3% |
| Participant deferral / active EE | $1,292 | $2,993-56.8% | $4,082-68.3% | $3,470-62.8% |
| Admin fee / account holder | $14,742 | $4,046+264.3% | $5,479+169.1% | $4,887+201.6% |