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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 | $134,220 | $167,522-19.9% | $151,639-11.5% | $134,532-0.2% |
| Participation rate | 62.5% | 88.4%-25.9pp | 87.5%-25.0pp | 81.2%-18.7pp |
| Annual return | -16.76% | 7.81%-24.6pp | 3.34%-20.1pp | 418.27%-435.0pp |
| Employer contribution / active EE | $0 | $6,828-100.0% | $6,165-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $5,685 | $8,986-36.7% | $8,363-32.0% | $6,401-11.2% |
| Admin fee / account holder | $16,083 | $13,780+16.7% | $11,613+38.5% | $11,429+40.7% |