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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 | $91,549 | $167,353-45.3% | $143,797-36.3% | $134,545-32.0% |
| Participation rate | 64.3% | 84.8%-20.5pp | 80.3%-16.0pp | 81.2%-16.9pp |
| Annual return | -16.16% | 0.48%-16.6pp | -0.04%-16.1pp | 418.37%-434.5pp |
| Employer contribution / active EE | $1,086 | $5,620-80.7% | $4,952-78.1% | $4,742-77.1% |
| Participant deferral / active EE | $5,450 | $6,447-15.5% | $5,638-3.3% | $6,401-14.9% |
| Admin fee / account holder | $1,431 | $18,096-92.1% | $14,679-90.3% | $11,431-87.5% |