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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 | $108,331 | $97,020+11.7% | $83,327+30.0% | $135,380-20.0% |
| Participation rate | 60.0% | 80.4%-20.4pp | 77.8%-17.8pp | 82.6%-22.6pp |
| Annual return | -8.27% | 12.31%-20.6pp | 10.64%-18.9pp | 519.81%-528.1pp |
| Employer contribution / active EE | $0 | $4,144-100.0% | $3,379-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $7,344 | $5,964+23.1% | $5,565+32.0% | $5,609+30.9% |
| Admin fee / account holder | $455 | $8,426-94.6% | $7,540-94.0% | $10,828-95.8% |