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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 | $53,401 | $86,701-38.4% | $73,309-27.2% | $125,389-57.4% |
| Participation rate | 59.1% | 78.6%-19.5pp | 74.9%-15.8pp | 83.2%-24.1pp |
| Annual return | -1.05% | 2.78%-3.8pp | 5.67%-6.7pp | 282.24%-283.3pp |
| Employer contribution / active EE | $0 | $4,152-100.0% | $3,237-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $8,937 | $5,549+61.1% | $4,991+79.1% | $5,352+67.0% |
| Admin fee / account holder | $10,221 | $7,768+31.6% | $5,635+81.4% | $9,541+7.1% |