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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 | $21,278 | $133,998-84.1% | $112,263-81.0% | $134,545-84.2% |
| Participation rate | 33.3% | 78.6%-45.2pp | 75.1%-41.7pp | 81.2%-47.9pp |
| Annual return | -18.15% | 47.17%-65.3pp | 27.49%-45.6pp | 418.37%-436.5pp |
| Employer contribution / active EE | $189 | $4,040-95.3% | $3,636-94.8% | $4,742-96.0% |
| Participant deferral / active EE | $1,739 | $5,292-67.1% | $4,729-63.2% | $6,401-72.8% |
| Admin fee / account holder | $824 | $7,493-89.0% | $6,410-87.1% | $11,431-92.8% |