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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 | $68,593 | $167,353-59.0% | $143,797-52.3% | $134,545-49.0% |
| Participation rate | 66.7% | 84.8%-18.2pp | 80.3%-13.7pp | 81.2%-14.6pp |
| Annual return | -16.14% | 0.48%-16.6pp | -0.04%-16.1pp | 418.37%-434.5pp |
| Employer contribution / active EE | $964 | $5,620-82.9% | $4,952-80.5% | $4,742-79.7% |
| Participant deferral / active EE | $8,333 | $6,447+29.3% | $5,638+47.8% | $6,401+30.2% |
| Admin fee / account holder | $1,048 | $18,096-94.2% | $14,679-92.9% | $11,431-90.8% |