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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 | $92,741 | $167,352-44.6% | $143,788-35.5% | $134,509-31.1% |
| Participation rate | 33.3% | 84.8%-51.5pp | 80.3%-47.0pp | 81.2%-47.9pp |
| Annual return | -11.65% | 0.47%-12.1pp | -0.03%-11.6pp | 418.13%-429.8pp |
| Employer contribution / active EE | $674 | $5,620-88.0% | $4,952-86.4% | $4,741-85.8% |
| Participant deferral / active EE | $2,998 | $6,447-53.5% | $5,638-46.8% | $6,400-53.2% |
| Admin fee / account holder | $2,670 | $18,091-85.2% | $14,675-81.8% | $11,427-76.6% |