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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 | $28,982 | $167,362-82.7% | $143,799-79.8% | $134,532-78.5% |
| Participation rate | 61.5% | 84.8%-23.3pp | 80.3%-18.8pp | 81.2%-19.7pp |
| Annual return | -17.56% | 0.47%-18.0pp | -0.04%-17.5pp | 418.27%-435.8pp |
| Employer contribution / active EE | $967 | $5,620-82.8% | $4,952-80.5% | $4,741-79.6% |
| Participant deferral / active EE | $2,443 | $6,447-62.1% | $5,638-56.7% | $6,401-61.8% |
| Admin fee / account holder | $1,316 | $18,094-92.7% | $14,677-91.0% | $11,429-88.5% |