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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 | $179,560 | $91,537+96.2% | $130,045+38.1% | $75,173+138.9% |
| Participation rate | 61.5% | 71.5%-9.9pp | 78.5%-17.0pp | 67.2%-5.7pp |
| Annual return | 20.79% | -631.55%+652.3pp | -137.30%+158.1pp | 160.72%-139.9pp |
| Employer contribution / active EE | $634 | $2,845-77.7% | $4,321-85.3% | $2,671-76.3% |
| Participant deferral / active EE | $3,650 | $4,343-15.9% | $5,820-37.3% | $4,126-11.5% |
| Admin fee / account holder | $17,051 | $6,780+151.5% | $10,600+60.8% | $5,651+201.8% |