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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 | $99,901 | $113,941-12.3% | $94,229+6.0% | $125,389-20.3% |
| Participation rate | 35.0% | 82.9%-47.9pp | 78.8%-43.8pp | 83.2%-48.2pp |
| Annual return | -3.06% | 5.29%-8.3pp | 10.68%-13.7pp | 282.24%-285.3pp |
| Employer contribution / active EE | $492 | $4,727-89.6% | $3,587-86.3% | $4,866-89.9% |
| Participant deferral / active EE | $2,061 | $5,179-60.2% | $4,320-52.3% | $5,352-61.5% |
| Admin fee / account holder | $7,784 | $8,392-7.2% | $6,269+24.2% | $9,541-18.4% |