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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 | $19,129 | $167,353-88.6% | $143,797-86.7% | $134,545-85.8% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -18.49% | 0.48%-19.0pp | -0.04%-18.4pp | 418.37%-436.9pp |
| Employer contribution / active EE | $13 | $5,620-99.8% | $4,952-99.7% | $4,742-99.7% |
| Participant deferral / active EE | $5,469 | $6,447-15.2% | $5,638-3.0% | $6,401-14.6% |
| Admin fee / account holder | $2,587 | $18,096-85.7% | $14,679-82.4% | $11,431-77.4% |