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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 | $45,314 | $133,981-66.2% | $112,249-59.6% | $134,532-66.3% |
| Participation rate | 54.5% | 78.6%-24.0pp | 75.1%-20.5pp | 81.2%-26.7pp |
| Annual return | -16.82% | 47.16%-64.0pp | 27.48%-44.3pp | 418.27%-435.1pp |
| Employer contribution / active EE | $790 | $4,040-80.4% | $3,636-78.3% | $4,741-83.3% |
| Participant deferral / active EE | $1,803 | $5,292-65.9% | $4,729-61.9% | $6,401-71.8% |
| Admin fee / account holder | $16,399 | $7,492+118.9% | $6,412+155.7% | $11,429+43.5% |