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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 | $166,585 | $167,533-0.6% | $151,645+9.9% | $134,545+23.8% |
| Participation rate | 58.3% | 88.4%-30.0pp | 87.5%-29.2pp | 81.2%-22.9pp |
| Annual return | -4.22% | 7.81%-12.0pp | 3.34%-7.6pp | 418.37%-422.6pp |
| Employer contribution / active EE | $1,152 | $6,828-83.1% | $6,165-81.3% | $4,742-75.7% |
| Participant deferral / active EE | $8,624 | $8,985-4.0% | $8,363+3.1% | $6,401+34.7% |
| Admin fee / account holder | $3,065 | $13,781-77.8% | $11,614-73.6% | $11,431-73.2% |