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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 | $87,959 | $142,409-38.2% | $119,634-26.5% | $134,545-34.6% |
| Participation rate | 66.7% | 82.8%-16.2pp | 79.3%-12.6pp | 81.2%-14.6pp |
| Annual return | -11.74% | -12.46%+0.7pp | -14.98%+3.2pp | 418.37%-430.1pp |
| Employer contribution / active EE | $869 | $5,224-83.4% | $4,232-79.5% | $4,742-81.7% |
| Participant deferral / active EE | $10,833 | $6,468+67.5% | $5,601+93.4% | $6,401+69.2% |
| Admin fee / account holder | $849 | $13,594-93.8% | $10,329-91.8% | $11,431-92.6% |