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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 | $90,188 | $140,592-35.9% | $123,106-26.7% | $125,388-28.1% |
| Participation rate | 40.9% | 88.2%-47.3pp | 86.8%-45.9pp | 83.2%-42.3pp |
| Annual return | -0.57% | 16.80%-17.4pp | 13.22%-13.8pp | 282.24%-282.8pp |
| Employer contribution / active EE | $718 | $6,041-88.1% | $5,151-86.1% | $4,866-85.2% |
| Participant deferral / active EE | $3,571 | $6,980-48.8% | $6,229-42.7% | $5,352-33.3% |
| Admin fee / account holder | $16,461 | $11,198+47.0% | $9,015+82.6% | $9,541+72.5% |