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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 | $121,519 | $152,651-20.4% | $105,218+15.5% | $125,389-3.1% |
| Participation rate | 38.1% | 81.5%-43.4pp | 77.2%-39.1pp | 83.2%-45.1pp |
| Annual return | -0.02% | 8.24%-8.3pp | 5.33%-5.4pp | 282.24%-282.3pp |
| Employer contribution / active EE | $0 | $4,802-100.0% | $3,255-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $6,421 | $6,660-3.6% | $4,867+32.0% | $5,352+20.0% |
| Admin fee / account holder | $2,606 | $14,248-81.7% | $6,992-62.7% | $9,541-72.7% |