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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 | $67,613 | $211,946-68.1% | $169,452-60.1% | $135,380-50.1% |
| Participation rate | 66.7% | 82.6%-16.0pp | 77.8%-11.1pp | 82.6%-16.0pp |
| Annual return | -6.68% | 3.26%-9.9pp | 1.83%-8.5pp | 519.81%-526.5pp |
| Employer contribution / active EE | $0 | $5,117-100.0% | $4,157-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,648 | $6,075-40.0% | $5,277-30.9% | $5,609-35.0% |
| Admin fee / account holder | $504 | $11,472-95.6% | $9,110-94.5% | $10,828-95.3% |