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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 | $80,947 | $131,835-38.6% | $108,582-25.5% | $273,972-70.5% |
| Participation rate | 55.6% | 83.5%-27.9pp | 79.6%-24.0pp | 83.0%-27.5pp |
| Annual return | 3.13% | -91.57%+94.7pp | -51.70%+54.8pp | 41.46%-38.3pp |
| Employer contribution / active EE | $776 | $4,913-84.2% | $3,758-79.3% | $4,869-84.1% |
| Participant deferral / active EE | $2,668 | $5,127-48.0% | $4,311-38.1% | $5,287-49.5% |
| Admin fee / account holder | $693 | $10,253-93.2% | $7,645-90.9% | $10,133-93.2% |