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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 | $109,591 | $71,878+52.5% | $86,698+26.4% | $68,486+60.0% |
| Participation rate | 63.0% | 72.2%-9.3pp | 76.6%-13.6pp | 67.9%-4.9pp |
| Annual return | -15.05% | 3.53%-18.6pp | 35.95%-51.0pp | -7.85%-7.2pp |
| Employer contribution / active EE | $489 | $2,173-77.5% | $2,837-82.8% | $2,597-81.2% |
| Participant deferral / active EE | $2,675 | $3,779-29.2% | $4,656-42.6% | $4,028-33.6% |
| Admin fee / account holder | $1,207 | $6,113-80.3% | $7,493-83.9% | $5,404-77.7% |