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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 | $111,803 | $59,813+86.9% | $79,580+40.5% | $68,486+63.3% |
| Participation rate | 45.8% | 61.1%-15.2pp | 69.5%-23.7pp | 67.9%-22.1pp |
| Annual return | -16.23% | -12.30%-3.9pp | 0.15%-16.4pp | -7.85%-8.4pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,665 | $3,024-11.9% | $3,985-33.1% | $4,028-33.8% |
| Admin fee / account holder | $4,880 | $4,835+0.9% | $6,835-28.6% | $5,404-9.7% |