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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 | $65,252 | $32,117+103.2% | $71,089-8.2% | $64,173+1.7% |
| Participation rate | 34.6% | 42.7%-8.1pp | 54.6%-20.1pp | 69.6%-35.0pp |
| Annual return | -5.71% | -5.57%-0.1pp | 650.65%-656.4pp | 7.63%-13.3pp |
| Employer contribution / active EE | $16 | $712-97.7% | $1,088-98.5% | $2,381-99.3% |
| Participant deferral / active EE | $2,947 | $1,263+133.4% | $1,873+57.4% | $3,470-15.1% |
| Admin fee / account holder | $796 | $2,759-71.2% | $3,082-74.2% | $4,887-83.7% |