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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 | $98,750 | $131,835-25.1% | $108,582-9.1% | $273,972-64.0% |
| Participation rate | 55.6% | 83.5%-27.9pp | 79.6%-24.0pp | 83.0%-27.5pp |
| Annual return | 6.85% | -91.57%+98.4pp | -51.70%+58.5pp | 41.46%-34.6pp |
| Employer contribution / active EE | $484 | $4,913-90.1% | $3,758-87.1% | $4,869-90.1% |
| Participant deferral / active EE | $5,714 | $5,127+11.4% | $4,311+32.5% | $5,287+8.1% |
| Admin fee / account holder | $10,597 | $10,253+3.4% | $7,645+38.6% | $10,133+4.6% |