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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 | $89,633 | $82,674+8.4% | $125,363-28.5% | $68,495+30.9% |
| Participation rate | 63.9% | 75.0%-11.2pp | 82.4%-18.5pp | 67.9%-4.0pp |
| Annual return | -5.10% | -5.97%+0.9pp | 572.15%-577.2pp | -7.84%+2.7pp |
| Employer contribution / active EE | $352 | $3,382-89.6% | $4,815-92.7% | $2,596-86.4% |
| Participant deferral / active EE | $5,568 | $6,111-8.9% | $7,447-25.2% | $4,028+38.2% |
| Admin fee / account holder | $18,343 | $6,276+192.3% | $10,005+83.3% | $5,403+239.5% |