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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 | $213,777 | $110,083+94.2% | $151,639+41.0% | $68,486+212.1% |
| Participation rate | 53.3% | 84.0%-30.6pp | 87.5%-34.2pp | 67.9%-14.6pp |
| Annual return | -12.44% | -10.12%-2.3pp | 3.34%-15.8pp | -7.85%-4.6pp |
| Employer contribution / active EE | $0 | $4,470-100.0% | $6,165-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $5,440 | $6,526-16.6% | $8,363-35.0% | $4,028+35.1% |
| Admin fee / account holder | $1,990 | $7,718-74.2% | $11,613-82.9% | $5,404-63.2% |