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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 | $153,189 | $73,839+107.5% | $143,788+6.5% | $68,495+123.7% |
| Participation rate | 66.7% | 66.7%0pp | 80.3%-13.6pp | 67.9%-1.2pp |
| Annual return | -14.71% | 1.01%-15.7pp | -0.03%-14.7pp | -7.84%-6.9pp |
| Employer contribution / active EE | $319 | $3,184-90.0% | $4,952-93.6% | $2,596-87.7% |
| Participant deferral / active EE | $9,380 | $3,384+177.2% | $5,638+66.4% | $4,028+132.9% |
| Admin fee / account holder | $1,289 | $5,755-77.6% | $14,675-91.2% | $5,403-76.1% |