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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 | $58,800 | $97,020-39.4% | $83,322-29.4% | $135,379-56.6% |
| Participation rate | 68.8% | 80.4%-11.7pp | 77.8%-9.0pp | 82.6%-13.9pp |
| Annual return | -3.91% | 12.31%-16.2pp | 10.64%-14.5pp | 519.79%-523.7pp |
| Employer contribution / active EE | $0 | $4,144-100.0% | $3,379-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,550 | $5,964-40.5% | $5,565-36.2% | $5,609-36.7% |
| Admin fee / account holder | $17,345 | $8,426+105.8% | $7,540+130.0% | $10,828+60.2% |