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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 | $107,116 | $72,404+47.9% | $110,243-2.8% | $64,173+66.9% |
| Participation rate | 66.7% | 73.3%-6.7pp | 79.8%-13.2pp | 69.6%-2.9pp |
| Annual return | -3.66% | -6.29%+2.6pp | 314.76%-318.4pp | 7.63%-11.3pp |
| Employer contribution / active EE | $464 | $2,282-79.7% | $3,827-87.9% | $2,381-80.5% |
| Participant deferral / active EE | $2,905 | $3,469-16.3% | $4,672-37.8% | $3,470-16.3% |
| Admin fee / account holder | $25,340 | $5,664+347.4% | $8,548+196.4% | $4,887+418.5% |