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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 | $94,144 | $57,352+64.1% | $83,831+12.3% | $64,173+46.7% |
| Participation rate | 39.3% | 68.6%-29.3pp | 76.1%-36.9pp | 69.6%-30.3pp |
| Annual return | -5.81% | 11.38%-17.2pp | 850.99%-856.8pp | 7.63%-13.4pp |
| Employer contribution / active EE | $0 | $2,546-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,357 | $2,993-21.2% | $4,082-42.3% | $3,470-32.1% |
| Admin fee / account holder | $6,967 | $4,046+72.2% | $5,479+27.2% | $4,887+42.5% |