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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 | $91,699 | $99,032-7.4% | $80,022+14.6% | $135,379-32.3% |
| Participation rate | 53.8% | 78.4%-24.5pp | 75.8%-22.0pp | 82.6%-28.8pp |
| Annual return | -7.58% | 15.39%-23.0pp | 11.22%-18.8pp | 519.79%-527.4pp |
| Employer contribution / active EE | $406 | $3,043-86.7% | $2,468-83.6% | $4,779-91.5% |
| Participant deferral / active EE | $2,432 | $4,282-43.2% | $3,686-34.0% | $5,609-56.6% |
| Admin fee / account holder | $2,033 | $10,436-80.5% | $6,521-68.8% | $10,828-81.2% |