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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 | $103,245 | $131,835-21.7% | $108,582-4.9% | $273,972-62.3% |
| Participation rate | 26.7% | 83.5%-56.8pp | 79.6%-52.9pp | 83.0%-56.3pp |
| Annual return | 5.19% | -91.57%+96.8pp | -51.70%+56.9pp | 41.46%-36.3pp |
| Employer contribution / active EE | $0 | $4,913-100.0% | $3,758-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,214 | $5,127-37.3% | $4,311-25.5% | $5,287-39.2% |
| Admin fee / account holder | $39,322 | $10,253+283.5% | $7,645+414.3% | $10,133+288.1% |