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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 | $66,500 | $127,387-47.8% | $115,038-42.2% | $125,389-47.0% |
| Participation rate | 28.6% | 84.2%-55.6pp | 81.4%-52.8pp | 83.2%-54.6pp |
| Annual return | -2.54% | 31.28%-33.8pp | 26.14%-28.7pp | 282.24%-284.8pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $7,143 | $6,423+11.2% | $6,026+18.5% | $5,352+33.5% |
| Admin fee / account holder | $24,428 | $9,516+156.7% | $8,175+198.8% | $9,541+156.0% |