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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 | $101,936 | $87,016+17.1% | $63,244+61.2% | $125,389-18.7% |
| Participation rate | 64.3% | 77.1%-12.8pp | 71.0%-6.8pp | 83.2%-18.9pp |
| Annual return | 1.62% | 21.71%-20.1pp | -70.31%+71.9pp | 282.24%-280.6pp |
| Employer contribution / active EE | $0 | $3,601-100.0% | $2,322-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $5,869 | $3,939+49.0% | $2,953+98.7% | $5,352+9.7% |
| Admin fee / account holder | $58,757 | $11,954+391.5% | $5,893+897.1% | $9,541+515.8% |