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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 | $103,724 | $81,870+26.7% | $119,634-13.3% | $68,490+51.4% |
| Participation rate | 51.6% | 71.9%-20.3pp | 79.3%-27.7pp | 67.9%-16.3pp |
| Annual return | -14.98% | -23.82%+8.8pp | -14.98%0pp | -7.85%-7.1pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $4,232-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $5,497 | $4,148+32.5% | $5,601-1.9% | $4,028+36.5% |
| Admin fee / account holder | $6,064 | $6,583-7.9% | $10,329-41.3% | $5,403+12.2% |