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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 | $124,303 | $131,835-5.7% | $108,582+14.5% | $273,972-54.6% |
| Participation rate | 69.2% | 83.5%-14.2pp | 79.6%-10.3pp | 83.0%-13.8pp |
| Annual return | 7.10% | -91.57%+98.7pp | -51.70%+58.8pp | 41.46%-34.4pp |
| Employer contribution / active EE | $434 | $4,913-91.2% | $3,758-88.5% | $4,869-91.1% |
| Participant deferral / active EE | $4,210 | $5,127-17.9% | $4,311-2.3% | $5,287-20.4% |
| Admin fee / account holder | $736 | $10,253-92.8% | $7,645-90.4% | $10,133-92.7% |