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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 | $60,336 | $53,596+12.6% | $90,655-33.4% | $64,181-6.0% |
| Participation rate | 64.9% | 64.5%+0.4pp | 74.0%-9.2pp | 69.6%-4.7pp |
| Annual return | -7.42% | 4.41%-11.8pp | 1.89%-9.3pp | 7.63%-15.1pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,532-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $7,532 | $2,459+206.4% | $3,425+119.9% | $3,470+117.1% |
| Admin fee / account holder | $7,107 | $3,868+83.8% | $4,994+42.3% | $4,887+45.4% |