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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 | $65,902 | $167,352-60.6% | $143,788-54.2% | $134,509-51.0% |
| Participation rate | 64.7% | 84.8%-20.1pp | 80.3%-15.6pp | 81.2%-16.5pp |
| Annual return | -17.27% | 0.47%-17.7pp | -0.03%-17.2pp | 418.13%-435.4pp |
| Employer contribution / active EE | $1,138 | $5,620-79.7% | $4,952-77.0% | $4,741-76.0% |
| Participant deferral / active EE | $5,980 | $6,447-7.3% | $5,638+6.1% | $6,400-6.6% |
| Admin fee / account holder | $2,692 | $18,091-85.1% | $14,675-81.7% | $11,427-76.4% |