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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 | $124,056 | $71,873+72.6% | $86,698+43.1% | $68,490+81.1% |
| Participation rate | 37.2% | 72.2%-35.0pp | 76.6%-39.4pp | 67.9%-30.7pp |
| Annual return | -15.86% | 3.54%-19.4pp | 35.96%-51.8pp | -7.85%-8.0pp |
| Employer contribution / active EE | $207 | $2,173-90.5% | $2,837-92.7% | $2,597-92.0% |
| Participant deferral / active EE | $2,066 | $3,779-45.3% | $4,656-55.6% | $4,028-48.7% |
| Admin fee / account holder | $9,535 | $6,110+56.0% | $7,492+27.3% | $5,403+76.5% |