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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 | $82,686 | $54,355+52.1% | $82,744-0.1% | $68,486+20.7% |
| Participation rate | 57.7% | 63.9%-6.2pp | 72.6%-14.9pp | 67.9%-10.2pp |
| Annual return | -15.76% | -13.67%-2.1pp | 702.22%-718.0pp | -7.85%-7.9pp |
| Employer contribution / active EE | $221 | $2,219-90.0% | $3,008-92.6% | $2,597-91.5% |
| Participant deferral / active EE | $5,842 | $3,246+80.0% | $4,395+32.9% | $4,028+45.1% |
| Admin fee / account holder | $710 | $4,397-83.9% | $5,325-86.7% | $5,404-86.9% |