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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 | $32,069 | $133,981-76.1% | $112,249-71.4% | $134,532-76.2% |
| Participation rate | 17.6% | 78.6%-60.9pp | 75.1%-57.4pp | 81.2%-63.6pp |
| Annual return | -9.81% | 47.16%-57.0pp | 27.48%-37.3pp | 418.27%-428.1pp |
| Employer contribution / active EE | $760 | $4,040-81.2% | $3,636-79.1% | $4,741-84.0% |
| Participant deferral / active EE | $1,617 | $5,292-69.4% | $4,729-65.8% | $6,401-74.7% |
| Admin fee / account holder | $2,416 | $7,492-67.8% | $6,412-62.3% | $11,429-78.9% |