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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 | $59,283 | $57,350+3.4% | $83,850-29.3% | $64,181-7.6% |
| Participation rate | 61.5% | 68.6%-7.1pp | 76.1%-14.6pp | 69.6%-8.0pp |
| Annual return | -5.39% | 11.38%-16.8pp | 850.92%-856.3pp | 7.63%-13.0pp |
| Employer contribution / active EE | $459 | $2,545-81.9% | $3,631-87.3% | $2,381-80.7% |
| Participant deferral / active EE | $2,565 | $2,993-14.3% | $4,082-37.2% | $3,470-26.1% |
| Admin fee / account holder | $16,272 | $4,046+302.2% | $5,478+197.0% | $4,887+232.9% |