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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 | $54,396 | $84,482-35.6% | $125,363-56.6% | $66,930-18.7% |
| Participation rate | 30.7% | 76.4%-45.7pp | 82.4%-51.7pp | 69.8%-39.1pp |
| Annual return | -9.16% | -8.49%-0.7pp | 572.15%-581.3pp | 1.57%-10.7pp |
| Employer contribution / active EE | $904 | $3,553-74.6% | $4,815-81.2% | $2,545-64.5% |
| Participant deferral / active EE | $4,349 | $6,782-35.9% | $7,447-41.6% | $4,238+2.6% |
| Admin fee / account holder | $56,625 | $685+8167.3% | $10,005+466.0% | $593+9442.0% |