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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 | $49,352 | $63,953-22.8% | $54,726-9.8% | $135,382-63.5% |
| Participation rate | 53.8% | 84.9%-31.0pp | 79.1%-25.3pp | 82.6%-28.8pp |
| Annual return | -5.88% | -5.77%-0.1pp | -4.56%-1.3pp | 519.77%-525.6pp |
| Employer contribution / active EE | $374 | $4,256-91.2% | $3,449-89.2% | $4,779-92.2% |
| Participant deferral / active EE | $4,719 | $4,810-1.9% | $3,953+19.4% | $5,609-15.9% |
| Admin fee / account holder | $1,028 | $4,567-77.5% | $3,818-73.1% | $10,829-90.5% |