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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 | $50,479 | $57,352-12.0% | $83,831-39.8% | $64,173-21.3% |
| Participation rate | 30.9% | 68.6%-37.7pp | 76.1%-45.3pp | 69.6%-38.7pp |
| Annual return | -5.58% | 11.38%-17.0pp | 850.99%-856.6pp | 7.63%-13.2pp |
| Employer contribution / active EE | $532 | $2,546-79.1% | $3,631-85.3% | $2,381-77.6% |
| Participant deferral / active EE | $1,413 | $2,993-52.8% | $4,082-65.4% | $3,470-59.3% |
| Admin fee / account holder | $2,585 | $4,046-36.1% | $5,479-52.8% | $4,887-47.1% |