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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 | $191,330 | $91,537+109.0% | $130,045+47.1% | $75,173+154.5% |
| Participation rate | 60.6% | 71.5%-10.9pp | 78.5%-17.9pp | 67.2%-6.6pp |
| Annual return | 19.31% | -631.55%+650.9pp | -137.30%+156.6pp | 160.72%-141.4pp |
| Employer contribution / active EE | $366 | $2,845-87.1% | $4,321-91.5% | $2,671-86.3% |
| Participant deferral / active EE | $2,441 | $4,343-43.8% | $5,820-58.1% | $4,126-40.8% |
| Admin fee / account holder | $18,323 | $6,780+170.3% | $10,600+72.9% | $5,651+224.3% |