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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 | $26,343 | $167,522-84.3% | $151,639-82.6% | $134,532-80.4% |
| Participation rate | 35.7% | 88.4%-52.7pp | 87.5%-51.8pp | 81.2%-45.5pp |
| Annual return | -17.75% | 7.81%-25.6pp | 3.34%-21.1pp | 418.27%-436.0pp |
| Employer contribution / active EE | $170 | $6,828-97.5% | $6,165-97.2% | $4,741-96.4% |
| Participant deferral / active EE | $7,653 | $8,986-14.8% | $8,363-8.5% | $6,401+19.6% |
| Admin fee / account holder | $879 | $13,780-93.6% | $11,613-92.4% | $11,429-92.3% |