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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 | $109,585 | $127,387-14.0% | $115,038-4.7% | $125,389-12.6% |
| Participation rate | 33.3% | 84.2%-50.8pp | 81.4%-48.0pp | 83.2%-49.9pp |
| Annual return | -1.92% | 31.28%-33.2pp | 26.14%-28.1pp | 282.24%-284.2pp |
| Employer contribution / active EE | $673 | $5,166-87.0% | $4,608-85.4% | $4,866-86.2% |
| Participant deferral / active EE | $3,430 | $6,423-46.6% | $6,026-43.1% | $5,352-35.9% |
| Admin fee / account holder | $1,388 | $9,516-85.4% | $8,175-83.0% | $9,541-85.5% |