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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 | $59,376 | $82,674-28.2% | $125,363-52.6% | $68,495-13.3% |
| Participation rate | 52.2% | 75.0%-22.9pp | 82.4%-30.2pp | 67.9%-15.7pp |
| Annual return | 0.00% | -5.97%+6.0pp | 572.15%-572.1pp | -7.84%+7.8pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,832 | $6,111-37.3% | $7,447-48.5% | $4,028-4.9% |
| Admin fee / account holder | $1,383 | $6,276-78.0% | $10,005-86.2% | $5,403-74.4% |