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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 | $99,495 | $127,387-21.9% | $115,038-13.5% | $125,389-20.7% |
| Participation rate | 66.7% | 84.2%-17.5pp | 81.4%-14.7pp | 83.2%-16.5pp |
| Annual return | -1.76% | 31.28%-33.0pp | 26.14%-27.9pp | 282.24%-284.0pp |
| Employer contribution / active EE | $769 | $5,166-85.1% | $4,608-83.3% | $4,866-84.2% |
| Participant deferral / active EE | $6,074 | $6,423-5.4% | $6,026+0.8% | $5,352+13.5% |
| Admin fee / account holder | $2,799 | $9,516-70.6% | $8,175-65.8% | $9,541-70.7% |