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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 | $119,423 | $105,866+12.8% | $90,766+31.6% | $134,545-11.2% |
| Participation rate | 60.0% | 78.3%-18.3pp | 75.7%-15.7pp | 81.2%-21.2pp |
| Annual return | -15.39% | -10.99%-4.4pp | -12.16%-3.2pp | 418.37%-433.8pp |
| Employer contribution / active EE | $448 | $3,464-87.1% | $2,922-84.7% | $4,742-90.6% |
| Participant deferral / active EE | $2,232 | $5,217-57.2% | $4,565-51.1% | $6,401-65.1% |
| Admin fee / account holder | $4,394 | $13,938-68.5% | $8,446-48.0% | $11,431-61.6% |