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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 | $93,525 | $90,590+3.2% | $90,782+3.0% | $135,380-30.9% |
| Participation rate | 47.1% | 83.7%-36.7pp | 82.7%-35.6pp | 82.6%-35.6pp |
| Annual return | -7.41% | -3.40%-4.0pp | -3.42%-4.0pp | 519.81%-527.2pp |
| Employer contribution / active EE | $579 | $4,352-86.7% | $4,105-85.9% | $4,779-87.9% |
| Participant deferral / active EE | $2,625 | $5,407-51.4% | $5,366-51.1% | $5,609-53.2% |
| Admin fee / account holder | $1,093 | $7,683-85.8% | $5,908-81.5% | $10,828-89.9% |