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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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $5,633 | $66,704-91.6% | - | $152,909-96.3% |
| Participation rate | 50.0% | 72.5%-22.5pp | - | 82.5%-32.5pp |
| Annual return | -76.50% | 27.69%-104.2pp | - | 345.46%-422.0pp |
| Employer contribution / active EE | $10 | $2,786-99.6% | - | $4,764-99.8% |
| Participant deferral / active EE | $2,765 | $4,168-33.7% | - | $5,851-52.7% |
| Admin fee / account holder | $999 | $4,701-78.7% | - | $11,601-91.4% |