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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 | $103,497 | $167,352-38.2% | $143,788-28.0% | $134,509-23.1% |
| Participation rate | 28.6% | 84.8%-56.2pp | 80.3%-51.7pp | 81.2%-52.7pp |
| Annual return | -13.65% | 0.47%-14.1pp | -0.03%-13.6pp | 418.13%-431.8pp |
| Employer contribution / active EE | $728 | $5,620-87.0% | $4,952-85.3% | $4,741-84.6% |
| Participant deferral / active EE | $2,816 | $6,447-56.3% | $5,638-50.1% | $6,400-56.0% |
| Admin fee / account holder | $28,613 | $18,091+58.2% | $14,675+95.0% | $11,427+150.4% |