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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 | $43,490 | $167,362-74.0% | $143,799-69.8% | $134,532-67.7% |
| Participation rate | 63.6% | 84.8%-21.2pp | 80.3%-16.7pp | 81.2%-17.6pp |
| Annual return | -17.31% | 0.47%-17.8pp | -0.04%-17.3pp | 418.27%-435.6pp |
| Employer contribution / active EE | $1,110 | $5,620-80.2% | $4,952-77.6% | $4,741-76.6% |
| Participant deferral / active EE | $5,901 | $6,447-8.5% | $5,638+4.7% | $6,401-7.8% |
| Admin fee / account holder | $2,659 | $18,094-85.3% | $14,677-81.9% | $11,429-76.7% |