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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 | $69,774 | $69,977-0.3% | $108,582-35.7% | $62,881+11.0% |
| Participation rate | 68.8% | 72.9%-4.1pp | 79.6%-10.8pp | 69.3%-0.6pp |
| Annual return | 6.24% | 10.73%-4.5pp | -51.70%+57.9pp | 20.14%-13.9pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,415 | $3,165-23.7% | $4,311-44.0% | $3,203-24.6% |
| Admin fee / account holder | $2,082 | $5,076-59.0% | $7,645-72.8% | $4,296-51.5% |