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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 | $135,807 | $81,870+65.9% | $119,622+13.5% | $68,486+98.3% |
| Participation rate | 63.6% | 71.9%-8.3pp | 79.3%-15.6pp | 67.9%-4.3pp |
| Annual return | -17.37% | -23.82%+6.4pp | -14.98%-2.4pp | -7.85%-9.5pp |
| Employer contribution / active EE | $588 | $2,692-78.2% | $4,232-86.1% | $2,597-77.4% |
| Participant deferral / active EE | $3,355 | $4,148-19.1% | $5,601-40.1% | $4,028-16.7% |
| Admin fee / account holder | $10,282 | $6,583+56.2% | $10,328-0.4% | $5,404+90.3% |