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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 | $23,695 | $167,362-85.8% | $143,799-83.5% | $134,532-82.4% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -14.63% | 0.47%-15.1pp | -0.04%-14.6pp | 418.27%-432.9pp |
| Employer contribution / active EE | $865 | $5,620-84.6% | $4,952-82.5% | $4,741-81.8% |
| Participant deferral / active EE | $2,838 | $6,447-56.0% | $5,638-49.7% | $6,401-55.7% |
| Admin fee / account holder | $3,270 | $18,094-81.9% | $14,677-77.7% | $11,429-71.4% |