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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 | $70,861 | $133,998-47.1% | $112,263-36.9% | $134,545-47.3% |
| Participation rate | 68.4% | 78.6%-10.1pp | 75.1%-6.6pp | 81.2%-12.8pp |
| Annual return | -18.72% | 47.17%-65.9pp | 27.49%-46.2pp | 418.37%-437.1pp |
| Employer contribution / active EE | $355 | $4,040-91.2% | $3,636-90.2% | $4,742-92.5% |
| Participant deferral / active EE | $1,488 | $5,292-71.9% | $4,729-68.5% | $6,401-76.8% |
| Admin fee / account holder | $1,667 | $7,493-77.8% | $6,410-74.0% | $11,431-85.4% |