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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 | $76,444 | $140,592-45.6% | $123,105-37.9% | $125,389-39.0% |
| Participation rate | 68.8% | 88.2%-19.4pp | 86.8%-18.0pp | 83.2%-14.4pp |
| Annual return | -0.46% | 16.80%-17.3pp | 13.22%-13.7pp | 282.24%-282.7pp |
| Employer contribution / active EE | $957 | $6,041-84.2% | $5,151-81.4% | $4,866-80.3% |
| Participant deferral / active EE | $5,071 | $6,980-27.4% | $6,229-18.6% | $5,352-5.3% |
| Admin fee / account holder | $1,239 | $11,198-88.9% | $9,014-86.3% | $9,541-87.0% |