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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 | $23,923 | $75,962-68.5% | $154,108-84.5% | $64,173-62.7% |
| Participation rate | 25.0% | 70.4%-45.4pp | 83.0%-58.0pp | 69.6%-44.6pp |
| Annual return | -4.04% | 30.32%-34.4pp | 735.21%-739.2pp | 7.63%-11.7pp |
| Employer contribution / active EE | $382 | $3,350-88.6% | $5,298-92.8% | $2,381-84.0% |
| Participant deferral / active EE | $1,395 | $3,175-56.1% | $5,081-72.5% | $3,470-59.8% |
| Admin fee / account holder | $1,012 | $5,589-81.9% | $13,411-92.5% | $4,887-79.3% |