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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 | $66,256 | $82,674-19.9% | $125,381-47.2% | $68,486-3.3% |
| Participation rate | 51.5% | 75.1%-23.6pp | 82.4%-30.9pp | 67.9%-16.4pp |
| Annual return | -12.71% | -5.97%-6.7pp | 572.31%-585.0pp | -7.85%-4.9pp |
| Employer contribution / active EE | $241 | $3,382-92.9% | $4,815-95.0% | $2,597-90.7% |
| Participant deferral / active EE | $2,789 | $6,111-54.4% | $7,448-62.6% | $4,028-30.8% |
| Admin fee / account holder | $14,615 | $6,277+132.8% | $10,007+46.0% | $5,404+170.5% |