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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 | $84,300 | $100,805-16.4% | $86,698-2.8% | $134,532-37.3% |
| Participation rate | 57.1% | 79.0%-21.8pp | 76.6%-19.4pp | 81.2%-24.1pp |
| Annual return | -14.40% | 29.09%-43.5pp | 35.95%-50.4pp | 418.27%-432.7pp |
| Employer contribution / active EE | $598 | $3,490-82.9% | $2,837-78.9% | $4,741-87.4% |
| Participant deferral / active EE | $2,154 | $5,339-59.7% | $4,656-53.7% | $6,401-66.3% |
| Admin fee / account holder | $2,381 | $10,925-78.2% | $7,493-68.2% | $11,429-79.2% |