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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 | $74,444 | $82,674-10.0% | $125,381-40.6% | $68,486+8.7% |
| Participation rate | 47.6% | 75.1%-27.4pp | 82.4%-34.8pp | 67.9%-20.3pp |
| Annual return | -14.97% | -5.97%-9.0pp | 572.31%-587.3pp | -7.85%-7.1pp |
| Employer contribution / active EE | $399 | $3,382-88.2% | $4,815-91.7% | $2,597-84.6% |
| Participant deferral / active EE | $2,650 | $6,111-56.6% | $7,448-64.4% | $4,028-34.2% |
| Admin fee / account holder | $1,582 | $6,277-74.8% | $10,007-84.2% | $5,404-70.7% |