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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 | $113,779 | $82,678+37.6% | $125,391-9.3% | $68,490+66.1% |
| Participation rate | 19.2% | 75.1%-55.8pp | 82.4%-63.2pp | 67.9%-48.7pp |
| Annual return | -15.52% | -5.97%-9.6pp | 572.41%-587.9pp | -7.85%-7.7pp |
| Employer contribution / active EE | $79 | $3,382-97.7% | $4,816-98.4% | $2,597-96.9% |
| Participant deferral / active EE | $4,467 | $6,111-26.9% | $7,448-40.0% | $4,028+10.9% |
| Admin fee / account holder | $5,677 | $6,277-9.6% | $10,009-43.3% | $5,403+5.1% |