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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 | $72,391 | $50,947+42.1% | $74,549-2.9% | $64,173+12.8% |
| Participation rate | 55.6% | 61.1%-5.5pp | 69.1%-13.6pp | 69.6%-14.0pp |
| Annual return | -4.91% | -1.85%-3.1pp | 32.53%-37.4pp | 7.63%-12.5pp |
| Employer contribution / active EE | $200 | $1,115-82.1% | $1,961-89.8% | $2,381-91.6% |
| Participant deferral / active EE | $3,111 | $2,302+35.2% | $3,108+0.1% | $3,470-10.3% |
| Admin fee / account holder | $2,159 | $4,221-48.8% | $5,059-57.3% | $4,887-55.8% |