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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 | $89,494 | $131,835-32.1% | $108,582-17.6% | $273,972-67.3% |
| Participation rate | 61.5% | 83.5%-21.9pp | 79.6%-18.0pp | 83.0%-21.5pp |
| Annual return | 5.01% | -91.57%+96.6pp | -51.70%+56.7pp | 41.46%-36.4pp |
| Employer contribution / active EE | $707 | $4,913-85.6% | $3,758-81.2% | $4,869-85.5% |
| Participant deferral / active EE | $3,331 | $5,127-35.0% | $4,311-22.7% | $5,287-37.0% |
| Admin fee / account holder | $356 | $10,253-96.5% | $7,645-95.3% | $10,133-96.5% |