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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 | $102,764 | $133,983-23.3% | $112,244-8.4% | $134,493-23.6% |
| Participation rate | 38.5% | 78.6%-40.1pp | 75.1%-36.6pp | 81.2%-42.8pp |
| Annual return | -13.76% | 47.13%-60.9pp | 27.46%-41.2pp | 418.01%-431.8pp |
| Employer contribution / active EE | $594 | $4,039-85.3% | $3,635-83.7% | $4,740-87.5% |
| Participant deferral / active EE | $2,632 | $5,291-50.2% | $4,728-44.3% | $6,400-58.9% |
| Admin fee / account holder | $3,051 | $7,490-59.3% | $6,411-52.4% | $11,425-73.3% |