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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 | $57,236 | $133,981-57.3% | $112,249-49.0% | $134,532-57.5% |
| Participation rate | 54.5% | 78.6%-24.0pp | 75.1%-20.5pp | 81.2%-26.7pp |
| Annual return | -17.04% | 47.16%-64.2pp | 27.48%-44.5pp | 418.27%-435.3pp |
| Employer contribution / active EE | $728 | $4,040-82.0% | $3,636-80.0% | $4,741-84.7% |
| Participant deferral / active EE | $2,456 | $5,292-53.6% | $4,729-48.1% | $6,401-61.6% |
| Admin fee / account holder | $15,028 | $7,492+100.6% | $6,412+134.4% | $11,429+31.5% |