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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 | $111,204 | $102,429+8.6% | $147,096-24.4% | $80,925+37.4% |
| Participation rate | 34.6% | 75.9%-41.2pp | 82.2%-47.6pp | 67.7%-33.0pp |
| Annual return | 14.93% | 135.02%-120.1pp | 419.75%-404.8pp | 35.65%-20.7pp |
| Employer contribution / active EE | -$47 | $3,716-101.3% | $4,936-101.0% | $2,756-101.7% |
| Participant deferral / active EE | $3,001 | $6,649-54.9% | $8,071-62.8% | $4,299-30.2% |
| Admin fee / account holder | $10,214 | $7,957+28.4% | $13,005-21.5% | $6,940+47.2% |