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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 | $115,008 | $131,835-12.8% | $108,582+5.9% | $273,972-58.0% |
| Participation rate | 30.0% | 83.5%-53.5pp | 79.6%-49.6pp | 83.0%-53.0pp |
| Annual return | 5.10% | -91.57%+96.7pp | -51.70%+56.8pp | 41.46%-36.4pp |
| Employer contribution / active EE | $716 | $4,913-85.4% | $3,758-81.0% | $4,869-85.3% |
| Participant deferral / active EE | $2,172 | $5,127-57.6% | $4,311-49.6% | $5,287-58.9% |
| Admin fee / account holder | $1,635 | $10,253-84.0% | $7,645-78.6% | $10,133-83.9% |