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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 | $90,687 | $95,915-5.5% | $79,580+14.0% | $134,532-32.6% |
| Participation rate | 33.3% | 75.0%-41.7pp | 69.5%-36.2pp | 81.2%-47.9pp |
| Annual return | -20.03% | -2.71%-17.3pp | 0.15%-20.2pp | 418.27%-438.3pp |
| Employer contribution / active EE | $455 | $3,129-85.5% | $2,413-81.1% | $4,741-90.4% |
| Participant deferral / active EE | $6,833 | $4,693+45.6% | $3,985+71.5% | $6,401+6.8% |
| Admin fee / account holder | $382 | $9,132-95.8% | $6,835-94.4% | $11,429-96.7% |