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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 | $44,011 | $95,193-53.8% | $76,523-42.5% | $135,382-67.5% |
| Participation rate | 66.7% | 74.4%-7.7pp | 68.0%-1.3pp | 82.6%-16.0pp |
| Annual return | -6.71% | 4.85%-11.6pp | -0.27%-6.4pp | 519.77%-526.5pp |
| Employer contribution / active EE | $82 | $3,302-97.5% | $2,647-96.9% | $4,779-98.3% |
| Participant deferral / active EE | $818 | $4,639-82.4% | $3,835-78.7% | $5,609-85.4% |
| Admin fee / account holder | $2,129 | $6,249-65.9% | $4,848-56.1% | $10,829-80.3% |