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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 | $156,385 | $81,870+91.0% | $119,634+30.7% | $68,490+128.3% |
| Participation rate | 69.2% | 71.9%-2.7pp | 79.3%-10.0pp | 67.9%+1.3pp |
| Annual return | -17.19% | -23.82%+6.6pp | -14.98%-2.2pp | -7.85%-9.3pp |
| Employer contribution / active EE | $661 | $2,692-75.4% | $4,232-84.4% | $2,597-74.5% |
| Participant deferral / active EE | $4,676 | $4,148+12.7% | $5,601-16.5% | $4,028+16.1% |
| Admin fee / account holder | $4,335 | $6,583-34.1% | $10,329-58.0% | $5,403-19.8% |