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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 | $20,443 | $90,590-77.4% | $90,782-77.5% | $135,380-84.9% |
| Participation rate | 63.6% | 83.7%-20.1pp | 82.7%-19.0pp | 82.6%-19.0pp |
| Annual return | -8.65% | -3.40%-5.2pp | -3.42%-5.2pp | 519.81%-528.5pp |
| Employer contribution / active EE | $953 | $4,352-78.1% | $4,105-76.8% | $4,779-80.1% |
| Participant deferral / active EE | $3,167 | $5,407-41.4% | $5,366-41.0% | $5,609-43.5% |
| Admin fee / account holder | $1,882 | $7,683-75.5% | $5,908-68.1% | $10,828-82.6% |