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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 | $79,303 | $95,979-17.4% | $74,551+6.4% | $135,380-41.4% |
| Participation rate | 46.7% | 75.7%-29.0pp | 69.1%-22.5pp | 82.6%-36.0pp |
| Annual return | -4.07% | 56.97%-61.0pp | 32.53%-36.6pp | 519.81%-523.9pp |
| Employer contribution / active EE | $246 | $2,716-90.9% | $1,961-87.4% | $4,779-94.8% |
| Participant deferral / active EE | $1,621 | $3,844-57.8% | $3,108-47.8% | $5,609-71.1% |
| Admin fee / account holder | $908 | $6,522-86.1% | $5,059-82.1% | $10,828-91.6% |