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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 | $66,305 | $131,835-49.7% | $108,582-38.9% | $273,972-75.8% |
| Participation rate | 38.1% | 83.5%-45.4pp | 79.6%-41.5pp | 83.0%-44.9pp |
| Annual return | 4.38% | -91.57%+96.0pp | -51.70%+56.1pp | 41.46%-37.1pp |
| Employer contribution / active EE | $794 | $4,913-83.8% | $3,758-78.9% | $4,869-83.7% |
| Participant deferral / active EE | $4,067 | $5,127-20.7% | $4,311-5.6% | $5,287-23.1% |
| Admin fee / account holder | $2,289 | $10,253-77.7% | $7,645-70.1% | $10,133-77.4% |