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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 | $92,328 | $81,870+12.8% | $119,634-22.8% | $68,490+34.8% |
| Participation rate | 58.9% | 71.9%-13.0pp | 79.3%-20.3pp | 67.9%-9.0pp |
| Annual return | -15.05% | -23.82%+8.8pp | -14.98%-0.1pp | -7.85%-7.2pp |
| Employer contribution / active EE | $488 | $2,692-81.9% | $4,232-88.5% | $2,597-81.2% |
| Participant deferral / active EE | $4,703 | $4,148+13.4% | $5,601-16.0% | $4,028+16.8% |
| Admin fee / account holder | $4,974 | $6,583-24.4% | $10,329-51.8% | $5,403-7.9% |