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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 | $34,105 | $44,850-24.0% | $60,547-43.7% | $59,633-42.8% |
| Participation rate | 21.3% | 59.5%-38.1pp | 68.0%-46.6pp | 68.7%-47.3pp |
| Annual return | -2.57% | 1074.14%-1076.7pp | 335.64%-338.2pp | 2041.40%-2044.0pp |
| Employer contribution / active EE | $148 | $1,462-89.9% | $2,419-93.9% | $2,203-93.3% |
| Participant deferral / active EE | $1,177 | $2,230-47.2% | $3,328-64.6% | $3,192-63.1% |
| Admin fee / account holder | $934 | $3,635-74.3% | $4,536-79.4% | $4,297-78.3% |