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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 | $52,860 | $95,915-44.9% | $79,580-33.6% | $134,532-60.7% |
| Participation rate | 68.4% | 75.0%-6.6pp | 69.5%-1.1pp | 81.2%-12.8pp |
| Annual return | -18.62% | -2.71%-15.9pp | 0.15%-18.8pp | 418.27%-436.9pp |
| Employer contribution / active EE | $251 | $3,129-92.0% | $2,413-89.6% | $4,741-94.7% |
| Participant deferral / active EE | $1,982 | $4,693-57.8% | $3,985-50.3% | $6,401-69.0% |
| Admin fee / account holder | $1,509 | $9,132-83.5% | $6,835-77.9% | $11,429-86.8% |