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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 | $94,478 | $167,362-43.5% | $143,799-34.3% | $134,532-29.8% |
| Participation rate | 47.6% | 84.8%-37.2pp | 80.3%-32.7pp | 81.2%-33.6pp |
| Annual return | -14.57% | 0.47%-15.0pp | -0.04%-14.5pp | 418.27%-432.8pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $5,083 | $6,447-21.2% | $5,638-9.9% | $6,401-20.6% |
| Admin fee / account holder | $19,992 | $18,094+10.5% | $14,677+36.2% | $11,429+74.9% |