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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 | $24,710 | $75,962-67.5% | $154,108-84.0% | $64,173-61.5% |
| Participation rate | 52.4% | 70.4%-18.0pp | 83.0%-30.7pp | 69.6%-17.2pp |
| Annual return | -4.96% | 30.32%-35.3pp | 735.21%-740.2pp | 7.63%-12.6pp |
| Employer contribution / active EE | $151 | $3,350-95.5% | $5,298-97.1% | $2,381-93.7% |
| Participant deferral / active EE | $3,424 | $3,175+7.8% | $5,081-32.6% | $3,470-1.3% |
| Admin fee / account holder | $3,853 | $5,589-31.1% | $13,411-71.3% | $4,887-21.2% |