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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 | $118,505 | $77,817+52.3% | $123,553-4.1% | $64,173+84.7% |
| Participation rate | 69.2% | 74.7%-5.5pp | 82.3%-13.1pp | 69.6%-0.3pp |
| Annual return | -1.10% | 12.49%-13.6pp | 119.21%-120.3pp | 7.63%-8.7pp |
| Employer contribution / active EE | $443 | $3,014-85.3% | $4,628-90.4% | $2,381-81.4% |
| Participant deferral / active EE | $4,463 | $5,240-14.8% | $6,426-30.5% | $3,470+28.6% |
| Admin fee / account holder | $6,759 | $5,519+22.5% | $9,284-27.2% | $4,887+38.3% |