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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 | $88,866 | $131,835-32.6% | $108,582-18.2% | $273,972-67.6% |
| Participation rate | 55.6% | 83.5%-27.9pp | 79.6%-24.0pp | 83.0%-27.5pp |
| Annual return | 5.14% | -91.57%+96.7pp | -51.70%+56.8pp | 41.46%-36.3pp |
| Employer contribution / active EE | $340 | $4,913-93.1% | $3,758-91.0% | $4,869-93.0% |
| Participant deferral / active EE | $2,610 | $5,127-49.1% | $4,311-39.4% | $5,287-50.6% |
| Admin fee / account holder | $397 | $10,253-96.1% | $7,645-94.8% | $10,133-96.1% |