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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 | $54,881 | $82,674-33.6% | $125,381-56.2% | $68,486-19.9% |
| Participation rate | 61.1% | 75.1%-13.9pp | 82.4%-21.3pp | 67.9%-6.8pp |
| Annual return | -15.03% | -5.97%-9.1pp | 572.31%-587.3pp | -7.85%-7.2pp |
| Employer contribution / active EE | $352 | $3,382-89.6% | $4,815-92.7% | $2,597-86.4% |
| Participant deferral / active EE | $4,615 | $6,111-24.5% | $7,448-38.0% | $4,028+14.6% |
| Admin fee / account holder | $1,128 | $6,277-82.0% | $10,007-88.7% | $5,404-79.1% |