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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 | $31,941 | $75,962-58.0% | $154,111-79.3% | $64,173-50.2% |
| Participation rate | 56.0% | 70.4%-14.4pp | 83.0%-27.0pp | 69.6%-13.6pp |
| Annual return | -4.26% | 30.32%-34.6pp | 735.18%-739.4pp | 7.63%-11.9pp |
| Employer contribution / active EE | $177 | $3,350-94.7% | $5,298-96.7% | $2,381-92.6% |
| Participant deferral / active EE | $2,424 | $3,175-23.6% | $5,081-52.3% | $3,470-30.1% |
| Admin fee / account holder | $1,423 | $5,589-74.5% | $13,411-89.4% | $4,887-70.9% |