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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 | $80,079 | $95,915-16.5% | $79,580+0.6% | $134,532-40.5% |
| Participation rate | 35.0% | 75.0%-40.0pp | 69.5%-34.5pp | 81.2%-46.2pp |
| Annual return | -18.48% | -2.71%-15.8pp | 0.15%-18.6pp | 418.27%-436.7pp |
| Employer contribution / active EE | $200 | $3,129-93.6% | $2,413-91.7% | $4,741-95.8% |
| Participant deferral / active EE | $1,338 | $4,693-71.5% | $3,985-66.4% | $6,401-79.1% |
| Admin fee / account holder | $17,694 | $9,132+93.8% | $6,835+158.9% | $11,429+54.8% |