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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 | $34,432 | $127,387-73.0% | $115,038-70.1% | $125,389-72.5% |
| Participation rate | 57.1% | 84.2%-27.0pp | 81.4%-24.2pp | 83.2%-26.0pp |
| Annual return | -1.04% | 31.28%-32.3pp | 26.14%-27.2pp | 282.24%-283.3pp |
| Employer contribution / active EE | $711 | $5,166-86.2% | $4,608-84.6% | $4,866-85.4% |
| Participant deferral / active EE | $3,655 | $6,423-43.1% | $6,026-39.4% | $5,352-31.7% |
| Admin fee / account holder | $3,309 | $9,516-65.2% | $8,175-59.5% | $9,541-65.3% |