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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 | $67,394 | $113,941-40.9% | $94,229-28.5% | $125,389-46.3% |
| Participation rate | 64.7% | 82.9%-18.2pp | 78.8%-14.1pp | 83.2%-18.5pp |
| Annual return | -2.16% | 5.29%-7.4pp | 10.68%-12.8pp | 282.24%-284.4pp |
| Employer contribution / active EE | $474 | $4,727-90.0% | $3,587-86.8% | $4,866-90.2% |
| Participant deferral / active EE | $3,253 | $5,179-37.2% | $4,320-24.7% | $5,352-39.2% |
| Admin fee / account holder | $450 | $8,392-94.6% | $6,269-92.8% | $9,541-95.3% |