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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 | $84,404 | $67,411+25.2% | $91,004-7.3% | $70,126+20.4% |
| Participation rate | 55.0% | 71.4%-16.4pp | 75.6%-20.6pp | 69.5%-14.5pp |
| Annual return | 14.29% | -40.16%+54.4pp | 4.60%+9.7pp | 73.15%-58.9pp |
| Employer contribution / active EE | $135 | $1,786-92.5% | $2,456-94.5% | $2,343-94.2% |
| Participant deferral / active EE | $1,618 | $2,823-42.7% | $3,548-54.4% | $3,332-51.4% |
| Admin fee / account holder | $1,158 | $4,236-72.7% | $5,417-78.6% | $4,645-75.1% |