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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 | $174,133 | $63,703+173.4% | $93,063+87.1% | $82,448+111.2% |
| Participation rate | 63.6% | 63.8%-0.2pp | 72.1%-8.5pp | 68.1%-4.4pp |
| Annual return | 14.84% | -775.43%+790.3pp | 34.15%-19.3pp | 41.64%-26.8pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,476-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,322 | $2,919-54.7% | $3,958-66.6% | $4,139-68.1% |
| Admin fee / account holder | $2,295 | $5,982-61.6% | $6,033-62.0% | $7,234-68.3% |