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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 | $124,981 | $142,392-12.2% | $119,622+4.5% | $134,532-7.1% |
| Participation rate | 60.0% | 82.8%-22.8pp | 79.3%-19.3pp | 81.2%-21.2pp |
| Annual return | -18.81% | -12.46%-6.4pp | -14.98%-3.8pp | 418.27%-437.1pp |
| Employer contribution / active EE | $0 | $5,224-100.0% | $4,232-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,239 | $6,467-49.9% | $5,601-42.2% | $6,401-49.4% |
| Admin fee / account holder | $7,992 | $13,593-41.2% | $10,328-22.6% | $11,429-30.1% |