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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 | $13,730 | $133,981-89.8% | $112,249-87.8% | $134,532-89.8% |
| Participation rate | 63.6% | 78.6%-14.9pp | 75.1%-11.4pp | 81.2%-17.6pp |
| Annual return | -16.64% | 47.16%-63.8pp | 27.48%-44.1pp | 418.27%-434.9pp |
| Employer contribution / active EE | $431 | $4,040-89.3% | $3,636-88.1% | $4,741-90.9% |
| Participant deferral / active EE | $3,062 | $5,292-42.1% | $4,729-35.2% | $6,401-52.2% |
| Admin fee / account holder | $575 | $7,492-92.3% | $6,412-91.0% | $11,429-95.0% |