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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 | $58,201 | $91,911-36.7% | $68,612-15.2% | $135,380-57.0% |
| Participation rate | 47.8% | 76.7%-28.9pp | 72.2%-24.4pp | 82.6%-34.8pp |
| Annual return | -8.55% | -8.22%-0.3pp | -4.63%-3.9pp | 519.81%-528.4pp |
| Employer contribution / active EE | $0 | $3,924-100.0% | $2,625-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,672 | $4,315-14.9% | $3,311+10.9% | $5,609-34.5% |
| Admin fee / account holder | $1,926 | $9,240-79.2% | $5,131-62.5% | $10,828-82.2% |