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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 | $67,927 | $72,404-6.2% | $110,243-38.4% | $64,173+5.8% |
| Participation rate | 57.1% | 73.3%-16.2pp | 79.8%-22.7pp | 69.6%-12.4pp |
| Annual return | -3.91% | -6.29%+2.4pp | 314.76%-318.7pp | 7.63%-11.5pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,827-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,553 | $3,469-26.4% | $4,672-45.4% | $3,470-26.4% |
| Admin fee / account holder | $445 | $5,664-92.2% | $8,548-94.8% | $4,887-90.9% |