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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 | $139,805 | $72,404+93.1% | $110,243+26.8% | $64,173+117.9% |
| Participation rate | 46.4% | 73.3%-26.9pp | 79.8%-33.4pp | 69.6%-23.1pp |
| Annual return | -7.30% | -6.29%-1.0pp | 314.76%-322.1pp | 7.63%-14.9pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,827-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $5,260 | $3,469+51.6% | $4,672+12.6% | $3,470+51.6% |
| Admin fee / account holder | $14,375 | $5,664+153.8% | $8,548+68.2% | $4,887+194.1% |