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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 | $107,034 | $167,352-36.0% | $143,788-25.6% | $134,509-20.4% |
| Participation rate | 68.4% | 84.8%-16.4pp | 80.3%-11.9pp | 81.2%-12.8pp |
| Annual return | -13.22% | 0.47%-13.7pp | -0.03%-13.2pp | 418.13%-431.4pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,003 | $6,447-37.9% | $5,638-29.0% | $6,400-37.5% |
| Admin fee / account holder | $11,475 | $18,091-36.6% | $14,675-21.8% | $11,427+0.4% |