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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 | $19,740 | $68,996-71.4% | $159,991-87.7% | $68,495-71.2% |
| Participation rate | 51.7% | 65.4%-13.7pp | 78.0%-26.3pp | 67.9%-16.2pp |
| Annual return | -18.62% | -9.65%-9.0pp | 408.82%-427.4pp | -7.84%-10.8pp |
| Employer contribution / active EE | $267 | $2,212-87.9% | $4,225-93.7% | $2,596-89.7% |
| Participant deferral / active EE | $2,545 | $4,211-39.6% | $6,183-58.8% | $4,028-36.8% |
| Admin fee / account holder | $1,104 | $4,797-77.0% | $8,715-87.3% | $5,403-79.6% |