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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 | $82,997 | $94,529-12.2% | $140,019-40.7% | $64,173+29.3% |
| Participation rate | 53.1% | 84.1%-31.0pp | 87.5%-34.4pp | 69.6%-16.5pp |
| Annual return | -4.68% | 7.77%-12.5pp | 651.17%-655.8pp | 7.63%-12.3pp |
| Employer contribution / active EE | $0 | $3,812-100.0% | $5,605-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $8,763 | $5,250+66.9% | $6,927+26.5% | $3,470+152.6% |
| Admin fee / account holder | $10,044 | $6,741+49.0% | $10,705-6.2% | $4,887+105.5% |