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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 | $96,616 | $82,678+16.9% | $125,391-22.9% | $68,490+41.1% |
| Participation rate | 64.3% | 75.1%-10.8pp | 82.4%-18.1pp | 67.9%-3.6pp |
| Annual return | -16.47% | -5.97%-10.5pp | 572.41%-588.9pp | -7.85%-8.6pp |
| Employer contribution / active EE | $376 | $3,382-88.9% | $4,816-92.2% | $2,597-85.5% |
| Participant deferral / active EE | $5,851 | $6,111-4.3% | $7,448-21.4% | $4,028+45.3% |
| Admin fee / account holder | $5,518 | $6,277-12.1% | $10,009-44.9% | $5,403+2.1% |