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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 | $71,924 | $92,219-22.0% | $76,767-6.3% | $135,380-46.9% |
| Participation rate | 69.6% | 79.8%-10.2pp | 77.0%-7.4pp | 82.6%-13.1pp |
| Annual return | -5.99% | 5.46%-11.4pp | 2.43%-8.4pp | 519.81%-525.8pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,806 | $4,508+6.6% | $3,852+24.8% | $5,609-14.3% |
| Admin fee / account holder | $737 | $10,749-93.1% | $6,675-89.0% | $10,828-93.2% |