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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 | $43,625 | $87,546-50.2% | $75,784-42.4% | $125,389-65.2% |
| Participation rate | 64.7% | 80.2%-15.5pp | 75.8%-11.1pp | 83.2%-18.5pp |
| Annual return | -1.38% | 13.49%-14.9pp | 9.68%-11.1pp | 282.24%-283.6pp |
| Employer contribution / active EE | $0 | $3,930-100.0% | $3,323-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,792 | $4,230-34.0% | $3,652-23.5% | $5,352-47.8% |
| Admin fee / account holder | $17,238 | $6,503+165.1% | $5,300+225.3% | $9,541+80.7% |