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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 | $61,580 | $95,975-35.8% | $74,549-17.4% | $135,379-54.5% |
| Participation rate | 62.5% | 75.7%-13.2pp | 69.1%-6.6pp | 82.6%-20.1pp |
| Annual return | -6.53% | 56.96%-63.5pp | 32.53%-39.1pp | 519.79%-526.3pp |
| Employer contribution / active EE | $0 | $2,716-100.0% | $1,961-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,087 | $3,844-71.7% | $3,108-65.0% | $5,609-80.6% |
| Admin fee / account holder | $5,194 | $6,522-20.4% | $5,059+2.7% | $10,828-52.0% |