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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 | $81,747 | $59,819+36.7% | $79,583+2.7% | $68,490+19.4% |
| Participation rate | 59.7% | 61.1%-1.4pp | 69.5%-9.8pp | 67.9%-8.2pp |
| Annual return | -15.91% | -12.30%-3.6pp | 0.16%-16.1pp | -7.85%-8.1pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,414-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,948 | $3,025+30.5% | $3,986-0.9% | $4,028-2.0% |
| Admin fee / account holder | $1,813 | $4,835-62.5% | $6,835-73.5% | $5,403-66.5% |