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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 | $59,973 | $82,678-27.5% | $125,391-52.2% | $68,490-12.4% |
| Participation rate | 62.5% | 75.1%-12.6pp | 82.4%-19.9pp | 67.9%-5.4pp |
| Annual return | -11.35% | -5.97%-5.4pp | 572.41%-583.8pp | -7.85%-3.5pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $5,436 | $6,111-11.1% | $7,448-27.0% | $4,028+35.0% |
| Admin fee / account holder | $490 | $6,277-92.2% | $10,009-95.1% | $5,403-90.9% |