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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 | $52,552 | $54,370-3.3% | $82,763-36.5% | $68,490-23.3% |
| Participation rate | 62.2% | 63.9%-1.8pp | 72.6%-10.4pp | 67.9%-5.7pp |
| Annual return | -11.68% | -13.67%+2.0pp | 702.45%-714.1pp | -7.85%-3.8pp |
| Employer contribution / active EE | $197 | $2,219-91.1% | $3,008-93.4% | $2,597-92.4% |
| Participant deferral / active EE | $2,253 | $3,247-30.6% | $4,395-48.7% | $4,028-44.1% |
| Admin fee / account holder | $4,128 | $4,398-6.1% | $5,325-22.5% | $5,403-23.6% |