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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 | $105,550 | $72,404+45.8% | $110,243-4.3% | $64,173+64.5% |
| Participation rate | 55.6% | 73.3%-17.8pp | 79.8%-24.3pp | 69.6%-14.0pp |
| Annual return | -7.20% | -6.29%-0.9pp | 314.76%-322.0pp | 7.63%-14.8pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,827-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,555 | $3,469+31.3% | $4,672-2.5% | $3,470+31.3% |
| Admin fee / account holder | $1,556 | $5,664-72.5% | $8,548-81.8% | $4,887-68.2% |