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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 | $208,099 | $91,537+127.3% | $130,045+60.0% | $75,173+176.8% |
| Participation rate | 25.7% | 71.5%-45.7pp | 78.5%-52.8pp | 67.2%-41.5pp |
| Annual return | 28.05% | -631.55%+659.6pp | -137.30%+165.4pp | 160.72%-132.7pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,321-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,635 | $4,343-16.3% | $5,820-37.5% | $4,126-11.9% |
| Admin fee / account holder | $1,281 | $6,780-81.1% | $10,600-87.9% | $5,651-77.3% |