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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 | $28,359 | $167,362-83.1% | $143,799-80.3% | $134,532-78.9% |
| Participation rate | 30.0% | 84.8%-54.8pp | 80.3%-50.3pp | 81.2%-51.2pp |
| Annual return | -14.37% | 0.47%-14.8pp | -0.04%-14.3pp | 418.27%-432.6pp |
| Employer contribution / active EE | $794 | $5,620-85.9% | $4,952-84.0% | $4,741-83.2% |
| Participant deferral / active EE | $2,528 | $6,447-60.8% | $5,638-55.2% | $6,401-60.5% |
| Admin fee / account holder | $386 | $18,094-97.9% | $14,677-97.4% | $11,429-96.6% |