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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 | $68,823 | $112,300-38.7% | $90,223-23.7% | $125,389-45.1% |
| Participation rate | 60.0% | 82.9%-22.9pp | 79.0%-19.0pp | 83.2%-23.2pp |
| Annual return | -0.24% | -0.57%+0.3pp | 1.31%-1.5pp | 282.24%-282.5pp |
| Employer contribution / active EE | $691 | $5,181-86.7% | $4,378-84.2% | $4,866-85.8% |
| Participant deferral / active EE | $3,719 | $6,733-44.8% | $5,792-35.8% | $5,352-30.5% |
| Admin fee / account holder | $578 | $10,990-94.7% | $7,406-92.2% | $9,541-93.9% |