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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 | $30,567 | $167,353-81.7% | $143,797-78.7% | $134,545-77.3% |
| Participation rate | 46.2% | 84.8%-38.7pp | 80.3%-34.2pp | 81.2%-35.1pp |
| Annual return | -19.23% | 0.48%-19.7pp | -0.04%-19.2pp | 418.37%-437.6pp |
| Employer contribution / active EE | $824 | $5,620-85.3% | $4,952-83.4% | $4,742-82.6% |
| Participant deferral / active EE | $2,630 | $6,447-59.2% | $5,638-53.3% | $6,401-58.9% |
| Admin fee / account holder | $530 | $18,096-97.1% | $14,679-96.4% | $11,431-95.4% |