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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 | $137,961 | $105,867+30.3% | $90,760+52.0% | $134,532+2.5% |
| Participation rate | 64.7% | 78.3%-13.5pp | 75.7%-11.0pp | 81.2%-16.5pp |
| Annual return | -16.80% | -10.99%-5.8pp | -12.16%-4.6pp | 418.27%-435.1pp |
| Employer contribution / active EE | $560 | $3,464-83.8% | $2,922-80.8% | $4,741-88.2% |
| Participant deferral / active EE | $5,290 | $5,217+1.4% | $4,565+15.9% | $6,401-17.4% |
| Admin fee / account holder | $2,734 | $13,936-80.4% | $8,444-67.6% | $11,429-76.1% |