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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 | $67,065 | $131,835-49.1% | $108,582-38.2% | $273,972-75.5% |
| Participation rate | 25.0% | 83.5%-58.5pp | 79.6%-54.6pp | 83.0%-58.0pp |
| Annual return | 6.80% | -91.57%+98.4pp | -51.70%+58.5pp | 41.46%-34.7pp |
| Employer contribution / active EE | $0 | $4,913-100.0% | $3,758-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,684 | $5,127-67.2% | $4,311-60.9% | $5,287-68.2% |
| Admin fee / account holder | $407 | $10,253-96.0% | $7,645-94.7% | $10,133-96.0% |