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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 | $95,914 | $81,870+17.2% | $119,634-19.8% | $68,490+40.0% |
| Participation rate | 53.2% | 71.9%-18.6pp | 79.3%-26.0pp | 67.9%-14.6pp |
| Annual return | -14.72% | -23.82%+9.1pp | -14.98%+0.3pp | -7.85%-6.9pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $4,232-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $5,724 | $4,148+38.0% | $5,601+2.2% | $4,028+42.1% |
| Admin fee / account holder | $5,934 | $6,583-9.9% | $10,329-42.6% | $5,403+9.8% |