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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 | $56,410 | $81,208-30.5% | $98,920-43.0% | $79,856-29.4% |
| Participation rate | 68.7% | 72.5%-3.8pp | 76.0%-7.4pp | 69.6%-1.0pp |
| Annual return | 0.00% | 60.99%-61.0pp | 196.47%-196.5pp | 31.71%-31.7pp |
| Employer contribution / active EE | $381 | $1,960-80.6% | $2,689-85.8% | $2,471-84.6% |
| Participant deferral / active EE | $2,190 | $3,265-32.9% | $4,245-48.4% | $3,741-41.4% |
| Admin fee / account holder | $3,354 | $6,013-44.2% | $6,643-49.5% | $5,306-36.8% |