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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 | $97,609 | $95,895+1.8% | $79,576+22.7% | $134,509-27.4% |
| Participation rate | 42.9% | 75.0%-32.2pp | 69.5%-26.6pp | 81.2%-38.4pp |
| Annual return | -14.53% | -2.72%-11.8pp | 0.15%-14.7pp | 418.13%-432.7pp |
| Employer contribution / active EE | $377 | $3,128-87.9% | $2,413-84.4% | $4,741-92.0% |
| Participant deferral / active EE | $6,869 | $4,693+46.4% | $3,985+72.3% | $6,400+7.3% |
| Admin fee / account holder | $359 | $9,129-96.1% | $6,834-94.7% | $11,427-96.9% |