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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 | $80,175 | $142,392-43.7% | $119,622-33.0% | $134,532-40.4% |
| Participation rate | 66.7% | 82.8%-16.2pp | 79.3%-12.6pp | 81.2%-14.6pp |
| Annual return | -13.20% | -12.46%-0.7pp | -14.98%+1.8pp | 418.27%-431.5pp |
| Employer contribution / active EE | $648 | $5,224-87.6% | $4,232-84.7% | $4,741-86.3% |
| Participant deferral / active EE | $3,077 | $6,467-52.4% | $5,601-45.1% | $6,401-51.9% |
| Admin fee / account holder | $935 | $13,593-93.1% | $10,328-90.9% | $11,429-91.8% |