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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 | $71,098 | $113,941-37.6% | $94,229-24.5% | $125,389-43.3% |
| Participation rate | 52.6% | 82.9%-30.3pp | 78.8%-26.1pp | 83.2%-30.6pp |
| Annual return | -0.95% | 5.29%-6.2pp | 10.68%-11.6pp | 282.24%-283.2pp |
| Employer contribution / active EE | $441 | $4,727-90.7% | $3,587-87.7% | $4,866-90.9% |
| Participant deferral / active EE | $2,917 | $5,179-43.7% | $4,320-32.5% | $5,352-45.5% |
| Admin fee / account holder | $433 | $8,392-94.8% | $6,269-93.1% | $9,541-95.5% |