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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 | $74,698 | $131,835-43.3% | $108,582-31.2% | $273,972-72.7% |
| Participation rate | 68.8% | 83.5%-14.7pp | 79.6%-10.8pp | 83.0%-14.3pp |
| Annual return | 9.40% | -91.57%+101.0pp | -51.70%+61.1pp | 41.46%-32.1pp |
| Employer contribution / active EE | $697 | $4,913-85.8% | $3,758-81.4% | $4,869-85.7% |
| Participant deferral / active EE | $2,499 | $5,127-51.3% | $4,311-42.0% | $5,287-52.7% |
| Admin fee / account holder | $1,008 | $10,253-90.2% | $7,645-86.8% | $10,133-90.1% |