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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 | $57,713 | $57,352+0.6% | $83,831-31.2% | $64,173-10.1% |
| Participation rate | 58.5% | 68.6%-10.1pp | 76.1%-17.6pp | 69.6%-11.1pp |
| Annual return | -5.08% | 11.38%-16.5pp | 850.99%-856.1pp | 7.63%-12.7pp |
| Employer contribution / active EE | $369 | $2,546-85.5% | $3,631-89.8% | $2,381-84.5% |
| Participant deferral / active EE | $3,170 | $2,993+5.9% | $4,082-22.3% | $3,470-8.6% |
| Admin fee / account holder | $2,209 | $4,046-45.4% | $5,479-59.7% | $4,887-54.8% |