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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 | $31,911 | $99,032-67.8% | $80,022-60.1% | $135,379-76.4% |
| Participation rate | 62.5% | 78.4%-15.9pp | 75.8%-13.3pp | 82.6%-20.1pp |
| Annual return | -6.46% | 15.39%-21.8pp | 11.22%-17.7pp | 519.79%-526.2pp |
| Employer contribution / active EE | $334 | $3,043-89.0% | $2,468-86.4% | $4,779-93.0% |
| Participant deferral / active EE | $1,688 | $4,282-60.6% | $3,686-54.2% | $5,609-69.9% |
| Admin fee / account holder | $337 | $10,436-96.8% | $6,521-94.8% | $10,828-96.9% |