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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 | $43,029 | $92,219-53.3% | $76,768-43.9% | $135,379-68.2% |
| Participation rate | 30.0% | 79.8%-49.8pp | 77.0%-47.0pp | 82.6%-52.6pp |
| Annual return | -7.12% | 5.46%-12.6pp | 2.43%-9.6pp | 519.79%-526.9pp |
| Employer contribution / active EE | $40 | $3,216-98.8% | $2,485-98.4% | $4,779-99.2% |
| Participant deferral / active EE | $4,500 | $4,508-0.2% | $3,852+16.8% | $5,609-19.8% |
| Admin fee / account holder | $7,793 | $10,749-27.5% | $6,675+16.7% | $10,828-28.0% |