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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 | $88,211 | $32,117+174.7% | $71,086+24.1% | $64,173+37.5% |
| Participation rate | 29.6% | 42.7%-13.1pp | 54.7%-25.0pp | 69.6%-39.9pp |
| Annual return | -6.41% | -5.57%-0.8pp | 650.59%-657.0pp | 7.63%-14.0pp |
| Employer contribution / active EE | $0 | $712-100.0% | $1,088-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $990 | $1,263-21.6% | $1,874-47.2% | $3,470-71.5% |
| Admin fee / account holder | $3,473 | $2,759+25.9% | $3,082+12.7% | $4,887-28.9% |