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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 | $90,589 | $75,962+19.3% | $154,108-41.2% | $64,173+41.2% |
| Participation rate | 54.5% | 70.4%-15.9pp | 83.0%-28.5pp | 69.6%-15.0pp |
| Annual return | -7.07% | 30.32%-37.4pp | 735.21%-742.3pp | 7.63%-14.7pp |
| Employer contribution / active EE | $362 | $3,350-89.2% | $5,298-93.2% | $2,381-84.8% |
| Participant deferral / active EE | $4,828 | $3,175+52.1% | $5,081-5.0% | $3,470+39.1% |
| Admin fee / account holder | $4,714 | $5,589-15.6% | $13,411-64.8% | $4,887-3.5% |