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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 | $87,587 | $131,835-33.6% | $108,582-19.3% | $273,972-68.0% |
| Participation rate | 47.1% | 83.5%-36.4pp | 79.6%-32.5pp | 83.0%-36.0pp |
| Annual return | 9.82% | -91.57%+101.4pp | -51.70%+61.5pp | 41.46%-31.6pp |
| Employer contribution / active EE | $564 | $4,913-88.5% | $3,758-85.0% | $4,869-88.4% |
| Participant deferral / active EE | $3,349 | $5,127-34.7% | $4,311-22.3% | $5,287-36.7% |
| Admin fee / account holder | $3,663 | $10,253-64.3% | $7,645-52.1% | $10,133-63.8% |