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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 | $99,569 | $131,835-24.5% | $108,582-8.3% | $273,972-63.7% |
| Participation rate | 60.0% | 83.5%-23.5pp | 79.6%-19.6pp | 83.0%-23.0pp |
| Annual return | 6.06% | -91.57%+97.6pp | -51.70%+57.8pp | 41.46%-35.4pp |
| Employer contribution / active EE | $0 | $4,913-100.0% | $3,758-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,691 | $5,127-28.0% | $4,311-14.4% | $5,287-30.2% |
| Admin fee / account holder | $327 | $10,253-96.8% | $7,645-95.7% | $10,133-96.8% |