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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 | $183,710 | $95,917+91.5% | $79,583+130.8% | $134,545+36.5% |
| Participation rate | 50.0% | 75.0%-25.0pp | 69.5%-19.5pp | 81.2%-31.2pp |
| Annual return | -17.87% | -2.70%-15.2pp | 0.16%-18.0pp | 418.37%-436.2pp |
| Employer contribution / active EE | $0 | $3,129-100.0% | $2,414-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $2,027 | $4,694-56.8% | $3,986-49.1% | $6,401-68.3% |
| Admin fee / account holder | $1,624 | $9,132-82.2% | $6,835-76.2% | $11,431-85.8% |