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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 | $114,154 | $90,448+26.2% | $93,786+21.7% | $134,545-15.2% |
| Participation rate | 66.7% | 82.0%-15.3pp | 81.0%-14.3pp | 81.2%-14.6pp |
| Annual return | -18.88% | -15.71%-3.2pp | -11.32%-7.6pp | 418.37%-437.2pp |
| Employer contribution / active EE | $1,149 | $4,349-73.6% | $4,328-73.5% | $4,742-75.8% |
| Participant deferral / active EE | $12,310 | $5,983+105.8% | $6,100+101.8% | $6,401+92.3% |
| Admin fee / account holder | $1,564 | $9,232-83.1% | $7,184-78.2% | $11,431-86.3% |