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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 | $61,566 | $147,167-58.2% | $111,392-44.7% | $135,382-54.5% |
| Participation rate | 50.0% | 84.0%-34.0pp | 78.9%-28.9pp | 82.6%-32.6pp |
| Annual return | -6.05% | -4.44%-1.6pp | -2.06%-4.0pp | 519.77%-525.8pp |
| Employer contribution / active EE | $790 | $5,204-84.8% | $4,328-81.7% | $4,779-83.5% |
| Participant deferral / active EE | $2,476 | $6,565-62.3% | $5,567-55.5% | $5,609-55.8% |
| Admin fee / account holder | $6,453 | $20,270-68.2% | $12,266-47.4% | $10,829-40.4% |