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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 | $30,706 | $99,032-69.0% | $80,022-61.6% | $135,379-77.3% |
| Participation rate | 52.9% | 78.4%-25.4pp | 75.8%-22.9pp | 82.6%-29.7pp |
| Annual return | -7.67% | 15.39%-23.1pp | 11.22%-18.9pp | 519.79%-527.5pp |
| Employer contribution / active EE | $0 | $3,043-100.0% | $2,468-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,798 | $4,282+12.0% | $3,686+30.2% | $5,609-14.5% |
| Admin fee / account holder | $5,292 | $10,436-49.3% | $6,521-18.9% | $10,828-51.1% |