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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 | $105,778 | $82,288+28.5% | $68,794+53.8% | $134,509-21.4% |
| Participation rate | 65.2% | 75.1%-9.8pp | 69.0%-3.8pp | 81.2%-16.0pp |
| Annual return | -15.21% | -2.19%-13.0pp | -6.37%-8.8pp | 418.13%-433.3pp |
| Employer contribution / active EE | $328 | $3,301-90.0% | $2,656-87.6% | $4,741-93.1% |
| Participant deferral / active EE | $3,575 | $4,738-24.6% | $3,941-9.3% | $6,400-44.1% |
| Admin fee / account holder | $2,185 | $6,482-66.3% | $4,934-55.7% | $11,427-80.9% |