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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 | $30,842 | $211,946-85.4% | $169,452-81.8% | $135,379-77.2% |
| Participation rate | 69.6% | 82.6%-13.1pp | 77.8%-8.2pp | 82.6%-13.1pp |
| Annual return | -8.66% | 3.26%-11.9pp | 1.83%-10.5pp | 519.79%-528.4pp |
| Employer contribution / active EE | $0 | $5,117-100.0% | $4,157-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,130 | $6,075-64.9% | $5,277-59.6% | $5,609-62.0% |
| Admin fee / account holder | $1,784 | $11,472-84.4% | $9,110-80.4% | $10,828-83.5% |