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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 | $80,512 | $98,766-18.5% | $149,730-46.2% | $79,852+0.8% |
| Participation rate | 67.6% | 75.8%-8.2pp | 82.5%-14.9pp | 69.6%-2.1pp |
| Annual return | 16.11% | 27.43%-11.3pp | 276.70%-260.6pp | 31.72%-15.6pp |
| Employer contribution / active EE | $2 | $3,217-99.9% | $4,645-100.0% | $2,471-99.9% |
| Participant deferral / active EE | $6,168 | $5,681+8.6% | $6,843-9.9% | $3,740+64.9% |
| Admin fee / account holder | $3,539 | $6,052-41.5% | $9,310-62.0% | $5,306-33.3% |