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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 | $77,566 | $59,834+29.6% | $79,576-2.5% | $68,495+13.2% |
| Participation rate | 40.0% | 61.1%-21.1pp | 69.5%-29.5pp | 67.9%-27.9pp |
| Annual return | -9.40% | -12.30%+2.9pp | 0.15%-9.5pp | -7.84%-1.6pp |
| Employer contribution / active EE | $195 | $1,505-87.1% | $2,413-91.9% | $2,596-92.5% |
| Participant deferral / active EE | $2,718 | $3,024-10.1% | $3,985-31.8% | $4,028-32.5% |
| Admin fee / account holder | $2,499 | $4,835-48.3% | $6,834-63.4% | $5,403-53.8% |