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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 | $15,347 | $75,962-79.8% | $154,111-90.0% | $64,173-76.1% |
| Participation rate | 66.7% | 70.4%-3.7pp | 83.0%-16.4pp | 69.6%-2.9pp |
| Annual return | -3.13% | 30.32%-33.4pp | 735.18%-738.3pp | 7.63%-10.8pp |
| Employer contribution / active EE | $307 | $3,350-90.8% | $5,298-94.2% | $2,381-87.1% |
| Participant deferral / active EE | $2,651 | $3,175-16.5% | $5,081-47.8% | $3,470-23.6% |
| Admin fee / account holder | $1,255 | $5,589-77.5% | $13,411-90.6% | $4,887-74.3% |