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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 | $137,316 | $95,188+44.3% | $76,518+79.5% | $135,380+1.4% |
| Participation rate | 33.3% | 74.4%-41.1pp | 68.0%-34.7pp | 82.6%-49.3pp |
| Annual return | -9.96% | 4.85%-14.8pp | -0.27%-9.7pp | 519.81%-529.8pp |
| Employer contribution / active EE | $0 | $3,303-100.0% | $2,647-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $926 | $4,640-80.0% | $3,836-75.9% | $5,609-83.5% |
| Admin fee / account holder | $31,506 | $6,249+404.2% | $4,849+549.8% | $10,828+191.0% |