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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 | $72,263 | $72,404-0.2% | $110,243-34.5% | $64,173+12.6% |
| Participation rate | 48.1% | 73.3%-25.3pp | 79.8%-31.7pp | 69.6%-21.5pp |
| Annual return | 16.16% | -6.29%+22.4pp | 314.76%-298.6pp | 7.63%+8.5pp |
| Employer contribution / active EE | $224 | $2,282-90.2% | $3,827-94.1% | $2,381-90.6% |
| Participant deferral / active EE | $1,723 | $3,469-50.3% | $4,672-63.1% | $3,470-50.3% |
| Admin fee / account holder | $1,076 | $5,664-81.0% | $8,548-87.4% | $4,887-78.0% |