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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 | $25,266 | $82,288-69.3% | $68,794-63.3% | $134,509-81.2% |
| Participation rate | 60.0% | 75.1%-15.1pp | 69.0%-9.0pp | 81.2%-21.2pp |
| Annual return | -20.58% | -2.19%-18.4pp | -6.37%-14.2pp | 418.13%-438.7pp |
| Employer contribution / active EE | $0 | $3,301-100.0% | $2,656-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,520 | $4,738-25.7% | $3,941-10.7% | $6,400-45.0% |
| Admin fee / account holder | $870 | $6,482-86.6% | $4,934-82.4% | $11,427-92.4% |