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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 | $66,492 | $42,383+56.9% | $76,518-13.1% | $64,173+3.6% |
| Participation rate | 44.4% | 58.1%-13.7pp | 68.0%-23.6pp | 69.6%-25.1pp |
| Annual return | -6.75% | -16.54%+9.8pp | -0.27%-6.5pp | 7.63%-14.4pp |
| Employer contribution / active EE | $206 | $1,563-86.8% | $2,647-92.2% | $2,381-91.4% |
| Participant deferral / active EE | $2,057 | $2,566-19.9% | $3,836-46.4% | $3,470-40.7% |
| Admin fee / account holder | $2,816 | $3,198-12.0% | $4,849-41.9% | $4,887-42.4% |