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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 | $29,488 | $85,790-65.6% | $67,313-56.2% | $135,380-78.2% |
| Participation rate | 25.0% | 76.5%-51.5pp | 69.1%-44.1pp | 82.6%-57.6pp |
| Annual return | -9.05% | -0.54%-8.5pp | -4.08%-5.0pp | 519.81%-528.9pp |
| Employer contribution / active EE | $431 | $3,487-87.6% | $2,566-83.2% | $4,779-91.0% |
| Participant deferral / active EE | $1,655 | $4,651-64.4% | $3,568-53.6% | $5,609-70.5% |
| Admin fee / account holder | $1,026 | $6,392-83.9% | $4,507-77.2% | $10,828-90.5% |