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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 | $159,116 | $100,805+57.8% | $86,698+83.5% | $134,532+18.3% |
| Participation rate | 63.2% | 79.0%-15.8pp | 76.6%-13.4pp | 81.2%-18.1pp |
| Annual return | -19.26% | 29.09%-48.3pp | 35.95%-55.2pp | 418.27%-437.5pp |
| Employer contribution / active EE | $613 | $3,490-82.4% | $2,837-78.4% | $4,741-87.1% |
| Participant deferral / active EE | $3,378 | $5,339-36.7% | $4,656-27.5% | $6,401-47.2% |
| Admin fee / account holder | $4,779 | $10,925-56.3% | $7,493-36.2% | $11,429-58.2% |