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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 | $61,263 | $62,583-2.1% | $76,767-20.2% | $64,173-4.5% |
| Participation rate | 65.3% | 72.8%-7.5pp | 77.0%-11.7pp | 69.6%-4.3pp |
| Annual return | -6.47% | -1.95%-4.5pp | 2.43%-8.9pp | 7.63%-14.1pp |
| Employer contribution / active EE | $282 | $1,832-84.6% | $2,485-88.6% | $2,381-88.1% |
| Participant deferral / active EE | $3,361 | $3,145+6.9% | $3,852-12.7% | $3,470-3.1% |
| Admin fee / account holder | $3,271 | $4,667-29.9% | $6,675-51.0% | $4,887-33.1% |