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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 | $6,921 | $82,314-91.6% | $68,808-89.9% | $134,532-94.9% |
| Participation rate | 63.6% | 75.1%-11.4pp | 69.0%-5.4pp | 81.2%-17.6pp |
| Annual return | -16.47% | -2.18%-14.3pp | -6.37%-10.1pp | 418.27%-434.7pp |
| Employer contribution / active EE | $455 | $3,301-86.2% | $2,656-82.9% | $4,741-90.4% |
| Participant deferral / active EE | $1,168 | $4,740-75.4% | $3,942-70.4% | $6,401-81.8% |
| Admin fee / account holder | $1,337 | $6,484-79.4% | $4,936-72.9% | $11,429-88.3% |