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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 | $35,173 | $97,729-64.0% | $83,830-58.0% | $135,379-74.0% |
| Participation rate | 52.4% | 80.0%-27.6pp | 76.1%-23.8pp | 82.6%-30.3pp |
| Annual return | -6.43% | 1287.52%-1293.9pp | 850.97%-857.4pp | 519.79%-526.2pp |
| Employer contribution / active EE | $510 | $4,222-87.9% | $3,631-86.0% | $4,779-89.3% |
| Participant deferral / active EE | $1,720 | $4,683-63.3% | $4,082-57.9% | $5,609-69.3% |
| Admin fee / account holder | $2,895 | $6,674-56.6% | $5,479-47.2% | $10,828-73.3% |