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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 | $74,795 | $133,981-44.2% | $112,249-33.4% | $134,532-44.4% |
| Participation rate | 55.0% | 78.6%-23.6pp | 75.1%-20.1pp | 81.2%-26.2pp |
| Annual return | -17.30% | 47.16%-64.5pp | 27.48%-44.8pp | 418.27%-435.6pp |
| Employer contribution / active EE | $424 | $4,040-89.5% | $3,636-88.4% | $4,741-91.1% |
| Participant deferral / active EE | $2,426 | $5,292-54.1% | $4,729-48.7% | $6,401-62.1% |
| Admin fee / account holder | $2,032 | $7,492-72.9% | $6,412-68.3% | $11,429-82.2% |