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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 | $97,910 | $99,032-1.1% | $80,022+22.4% | $135,379-27.7% |
| Participation rate | 35.0% | 78.4%-43.4pp | 75.8%-40.8pp | 82.6%-47.6pp |
| Annual return | -6.77% | 15.39%-22.2pp | 11.22%-18.0pp | 519.79%-526.6pp |
| Employer contribution / active EE | $324 | $3,043-89.4% | $2,468-86.9% | $4,779-93.2% |
| Participant deferral / active EE | $1,903 | $4,282-55.6% | $3,686-48.4% | $5,609-66.1% |
| Admin fee / account holder | $4,734 | $10,436-54.6% | $6,521-27.4% | $10,828-56.3% |