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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 | $51,054 | $95,915-46.8% | $79,580-35.8% | $134,532-62.1% |
| Participation rate | 47.6% | 75.0%-27.4pp | 69.5%-21.9pp | 81.2%-33.6pp |
| Annual return | -18.38% | -2.71%-15.7pp | 0.15%-18.5pp | 418.27%-436.6pp |
| Employer contribution / active EE | $266 | $3,129-91.5% | $2,413-89.0% | $4,741-94.4% |
| Participant deferral / active EE | $4,151 | $4,693-11.6% | $3,985+4.2% | $6,401-35.2% |
| Admin fee / account holder | $1,048 | $9,132-88.5% | $6,835-84.7% | $11,429-90.8% |