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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 | $139,215 | $91,537+52.1% | $130,045+7.1% | $75,173+85.2% |
| Participation rate | 35.1% | 71.5%-36.3pp | 78.5%-43.4pp | 67.2%-32.1pp |
| Annual return | 16.11% | -631.55%+647.7pp | -137.30%+153.4pp | 160.72%-144.6pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,321-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,900 | $4,343-33.2% | $5,820-50.2% | $4,126-29.7% |
| Admin fee / account holder | $25,530 | $6,780+276.6% | $10,600+140.8% | $5,651+351.8% |