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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 | $81,597 | $105,866-22.9% | $90,766-10.1% | $134,545-39.4% |
| Participation rate | 52.9% | 78.3%-25.3pp | 75.7%-22.8pp | 81.2%-28.3pp |
| Annual return | -16.34% | -10.99%-5.4pp | -12.16%-4.2pp | 418.37%-434.7pp |
| Employer contribution / active EE | $0 | $3,464-100.0% | $2,922-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $6,785 | $5,217+30.1% | $4,565+48.6% | $6,401+6.0% |
| Admin fee / account holder | $4,940 | $13,938-64.6% | $8,446-41.5% | $11,431-56.8% |