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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 | $92,317 | $97,881-5.7% | $80,004+15.4% | $125,389-26.4% |
| Participation rate | 52.6% | 77.9%-25.2pp | 73.0%-20.4pp | 83.2%-30.6pp |
| Annual return | -3.69% | 9.36%-13.0pp | 7.63%-11.3pp | 282.24%-285.9pp |
| Employer contribution / active EE | $0 | $3,128-100.0% | $2,473-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,095 | $3,744-70.7% | $3,204-65.8% | $5,352-79.5% |
| Admin fee / account holder | $1,376 | $6,278-78.1% | $5,033-72.7% | $9,541-85.6% |