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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 | $53,956 | $167,522-67.8% | $151,639-64.4% | $134,532-59.9% |
| Participation rate | 50.0% | 88.4%-38.4pp | 87.5%-37.5pp | 81.2%-31.2pp |
| Annual return | -18.69% | 7.81%-26.5pp | 3.34%-22.0pp | 418.27%-437.0pp |
| Employer contribution / active EE | $1,351 | $6,828-80.2% | $6,165-78.1% | $4,741-71.5% |
| Participant deferral / active EE | $5,197 | $8,986-42.2% | $8,363-37.9% | $6,401-18.8% |
| Admin fee / account holder | $338 | $13,780-97.5% | $11,613-97.1% | $11,429-97.0% |