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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 | $202,241 | $82,324+145.7% | $68,803+193.9% | $134,545+50.3% |
| Participation rate | 22.2% | 75.1%-52.8pp | 69.0%-46.8pp | 81.2%-59.0pp |
| Annual return | -13.96% | -2.17%-11.8pp | -6.37%-7.6pp | 418.37%-432.3pp |
| Employer contribution / active EE | $0 | $3,302-100.0% | $2,656-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $2,732 | $4,740-42.4% | $3,942-30.7% | $6,401-57.3% |
| Admin fee / account holder | $2,576 | $6,485-60.3% | $4,936-47.8% | $11,431-77.5% |