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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 | $140,498 | $167,522-16.1% | $151,639-7.3% | $134,532+4.4% |
| Participation rate | 69.6% | 88.4%-18.8pp | 87.5%-17.9pp | 81.2%-11.7pp |
| Annual return | -16.04% | 7.81%-23.9pp | 3.34%-19.4pp | 418.27%-434.3pp |
| Employer contribution / active EE | $0 | $6,828-100.0% | $6,165-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,174 | $8,986-53.6% | $8,363-50.1% | $6,401-34.8% |
| Admin fee / account holder | $21,522 | $13,780+56.2% | $11,613+85.3% | $11,429+88.3% |