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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 | $39,294 | $167,362-76.5% | $143,799-72.7% | $134,532-70.8% |
| Participation rate | 42.9% | 84.8%-42.0pp | 80.3%-37.5pp | 81.2%-38.4pp |
| Annual return | -10.98% | 0.47%-11.5pp | -0.04%-10.9pp | 418.27%-429.2pp |
| Employer contribution / active EE | $480 | $5,620-91.5% | $4,952-90.3% | $4,741-89.9% |
| Participant deferral / active EE | $2,744 | $6,447-57.4% | $5,638-51.3% | $6,401-57.1% |
| Admin fee / account holder | $872 | $18,094-95.2% | $14,677-94.1% | $11,429-92.4% |