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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 | $52,942 | $140,592-62.3% | $123,106-57.0% | $125,393-57.8% |
| Participation rate | 50.0% | 88.2%-38.2pp | 86.8%-36.8pp | 83.2%-33.2pp |
| Annual return | -2.52% | 16.80%-19.3pp | 13.22%-15.7pp | 282.23%-284.8pp |
| Employer contribution / active EE | $0 | $6,041-100.0% | $5,151-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $5,869 | $6,980-15.9% | $6,229-5.8% | $5,351+9.7% |
| Admin fee / account holder | $27,799 | $11,198+148.3% | $9,015+208.4% | $9,541+191.4% |