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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 | $116,059 | $92,219+25.9% | $76,768+51.2% | $135,379-14.3% |
| Participation rate | 63.6% | 79.8%-16.1pp | 77.0%-13.3pp | 82.6%-19.0pp |
| Annual return | -2.60% | 5.46%-8.1pp | 2.43%-5.0pp | 519.79%-522.4pp |
| Employer contribution / active EE | $489 | $3,216-84.8% | $2,485-80.3% | $4,779-89.8% |
| Participant deferral / active EE | $3,560 | $4,508-21.0% | $3,852-7.6% | $5,609-36.5% |
| Admin fee / account holder | $592 | $10,749-94.5% | $6,675-91.1% | $10,828-94.5% |