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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 | $72,658 | $93,117-22.0% | $77,096-5.8% | $134,532-46.0% |
| Participation rate | 66.7% | 74.5%-7.8pp | 67.9%-1.3pp | 81.2%-14.6pp |
| Annual return | -15.10% | 62.67%-77.8pp | 42.35%-57.4pp | 418.27%-433.4pp |
| Employer contribution / active EE | $310 | $3,420-90.9% | $2,814-89.0% | $4,741-93.5% |
| Participant deferral / active EE | $3,642 | $5,241-30.5% | $4,429-17.8% | $6,401-43.1% |
| Admin fee / account holder | $3,028 | $6,948-56.4% | $5,428-44.2% | $11,429-73.5% |