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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 | $105,578 | $91,537+15.3% | $130,045-18.8% | $75,173+40.4% |
| Participation rate | 26.9% | 71.5%-44.5pp | 78.5%-51.6pp | 67.2%-40.3pp |
| Annual return | 17.26% | -631.55%+648.8pp | -137.30%+154.6pp | 160.72%-143.5pp |
| Employer contribution / active EE | $236 | $2,845-91.7% | $4,321-94.5% | $2,671-91.2% |
| Participant deferral / active EE | $2,360 | $4,343-45.7% | $5,820-59.5% | $4,126-42.8% |
| Admin fee / account holder | $13,221 | $6,780+95.0% | $10,600+24.7% | $5,651+134.0% |