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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 | $132,559 | $142,392-6.9% | $119,622+10.8% | $134,532-1.5% |
| Participation rate | 61.1% | 82.8%-21.7pp | 79.3%-18.2pp | 81.2%-20.1pp |
| Annual return | -15.55% | -12.46%-3.1pp | -14.98%-0.6pp | 418.27%-433.8pp |
| Employer contribution / active EE | $627 | $5,224-88.0% | $4,232-85.2% | $4,741-86.8% |
| Participant deferral / active EE | $4,386 | $6,467-32.2% | $5,601-21.7% | $6,401-31.5% |
| Admin fee / account holder | $31,491 | $13,593+131.7% | $10,328+204.9% | $11,429+175.6% |