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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 | $49,960 | $82,314-39.3% | $68,808-27.4% | $134,532-62.9% |
| Participation rate | 52.2% | 75.1%-22.9pp | 69.0%-16.8pp | 81.2%-29.1pp |
| Annual return | -9.72% | -2.18%-7.5pp | -6.37%-3.3pp | 418.27%-428.0pp |
| Employer contribution / active EE | $391 | $3,301-88.1% | $2,656-85.3% | $4,741-91.7% |
| Participant deferral / active EE | $1,740 | $4,740-63.3% | $3,942-55.9% | $6,401-72.8% |
| Admin fee / account holder | $1,557 | $6,484-76.0% | $4,936-68.5% | $11,429-86.4% |