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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 | $68,053 | $82,674-17.7% | $125,381-45.7% | $68,486-0.6% |
| Participation rate | 54.1% | 75.1%-20.9pp | 82.4%-28.3pp | 67.9%-13.8pp |
| Annual return | -17.18% | -5.97%-11.2pp | 572.31%-589.5pp | -7.85%-9.3pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $8,289 | $6,111+35.7% | $7,448+11.3% | $4,028+105.8% |
| Admin fee / account holder | $1,293 | $6,277-79.4% | $10,007-87.1% | $5,404-76.1% |