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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 | $67,945 | $78,694-13.7% | $67,652+0.4% | $125,389-45.8% |
| Participation rate | 55.0% | 78.8%-23.8pp | 75.7%-20.7pp | 83.2%-28.2pp |
| Annual return | -2.56% | 9.46%-12.0pp | 6625.40%-6628.0pp | 282.24%-284.8pp |
| Employer contribution / active EE | $431 | $3,044-85.8% | $2,266-81.0% | $4,866-91.1% |
| Participant deferral / active EE | $2,178 | $4,292-49.3% | $3,560-38.8% | $5,352-59.3% |
| Admin fee / account holder | $679 | $7,403-90.8% | $4,821-85.9% | $9,541-92.9% |