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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 | $98,011 | $81,900+19.7% | $119,615-18.1% | $68,498+43.1% |
| Participation rate | 59.1% | 71.9%-12.8pp | 79.3%-20.2pp | 67.9%-8.8pp |
| Annual return | -7.86% | -23.82%+16.0pp | -14.98%+7.1pp | -7.84%0pp |
| Employer contribution / active EE | $0 | $2,693-100.0% | $4,232-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,307 | $4,148-20.3% | $5,602-41.0% | $4,027-17.9% |
| Admin fee / account holder | $850 | $6,582-87.1% | $10,324-91.8% | $5,403-84.3% |